Randall Avery, CFP, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER, with over 15 years of experience helping people with money. I understand the unique needs of pre-retirees, self-employed individuals, and practice owners like you. I specialize in helping clients: Plan for retirement that perfectly fits their lifestyle Strategically invest to minimize your tax burdens to provide more retirement income Elevate your personal wealth while maintaining the growth of your business Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. Youre not just getting a financial expert; youre getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP, CFA, be your trusted companion on the path to prosperity. Beyond his role as a financial advisor, Randall is also a public speaker. He shares his wisdom on building wealth, managing money within a relationship, and strategies for growing your wealth while operating your practice.