Welcome to Avetrani Financial

Your Partner for Financial Success.

If you’re like most of our clients, you’re already on pretty good financial footing. You’re not positive about what a financial advisor would actually be able to do for you. But you also have questions like…

I have more money coming in than I actually need to live off of. Shouldn’t I systematically be setting some of it aside somewhere?

I love my lifestyle today. I don’t want to slow it down, but how do I preserve it for the long haul?

I’ll contact an advisor when I need some insurance or to manage a stock portfolio. But who do I turn to if I need help figuring out how all this works together?

 

As a true partner in your financial plan, our mission is to help you:

First, clarify your goals and dreams. Life is often so busy that we may have a few ideas of what we are building or what we’d like the future to look like, but we’ve never given ourselves permission to slow down and clarify what I’m most passionate about.

Second, we will review your existing assets, investments, savings strategies and insurance planning. Comparing your current planning against your dreams and goals will help us identify where you stand - where you’re already on track, where you’re behind and what changes we need to make to reorient your plan for success.

On an ongoing basis, our team will review updates to your lifestyle, business, career and financial position, ensuring we stay out ahead of any changes that need to be made. As our industry changes, your situation changes or you’re presented with new opportunities, you can feel confident that your team at Avetrani Financial is ready to help.

 


If you’re a current client of our firm, know that we are so grateful for our relationship with you. If you are considering hiring a financial advisor and would like to learn more about who we are and what we do, please do not hesitate to reach out.

Please contact Mimi to learn more and schedule some time to meet with our team.

miderve.germain@nm.com

305.351.3389

Percy J Avetrani
Financial Advisor


Avetrani Financial

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck