AVERSIN FINANCIAL ASSOCIATES LLC

AVERSIN FINANCIAL ASSOCIATES LLC

New
Offers online services
New
Offers online services

About

Our firm has over 40 years of experience. Its members include Financial Analysts with advanced degrees in Economics and Finance. Licensed CPAs. Retired CPAs and retired Certified Financial Planners who have practiced for over 40 years.

We are extremely well versed in all aspects of planning from financial planning, tax planning, retirement planning, educational planning, and estate planning to Social Security, Long-Term Care and how to integrate a customized financial plan that focuses on your individual needs and in many cases helps lower your taxes as well.

Unlike the majority of individuals that call themselves "Financial Planners," but who are generally just "salespeople," we actually have college degrees in Finance, Economics, Accounting, and Management, along with advanced certifications and years of experience.

Our firm is fiduciary-oriented. Simply put that means we have and will always put our client's best interest ahead of our own.

Our advice is based on the individual client's specific needs---not our own.

The number one thing that separates us from most others in the financial services industry is that we pride ourselves in listening to our clients; EDUCATING them on which financial approaches and financial producs likely best fit their individual situation---NOT on SELLING them like most others in the financial services sector.

We enjoy what we do because we operate similarly to your doctor.

Just as a doctor has to conduct a comprehensive diagnosis to offer a plan of treatment or the proper prescription medication. We also, take the time to properly diagnose our clients financial condition and likewise know from our eductioanl backgrounds, professional designations and years of experience which financial approach and products will best help you achive your objectives.

While there are many similarities among the public at large, we are all uniquely different as individuals, and that carries over to our finances and what financial path we should take, and financial instruments we should own.

While many so-called planners enjoy doing all of the talking, we prefer to do most of the listening and get great satisfaction in letting our clients talk and then answering their questions.


Highlights

15 employees
12 years in business
Serves Keller , TX
Offers online services

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Frequently asked questions

Typically an introductory one-hour, no charge "get to know you and learning about your goals and objectives meeting.

The firm's members have the following college degrees:

BS Economics, BS Finance, BS Accounting, BS Management

It also has the following professional designations:

CPA, Certified Financial Planners, Financial Analyst


Services offered

Financial Services And Planning