Delivering Financial Peace
Innovative solutions to grow your wealth. We are ready to partner with you to achieve extraordinary results.
Randall Avery, CFP®, CFA
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. You’re not just getting a financial expert; you’re 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.
Non-professional Interests
Dancing
Outside the realm of financial planning, you’ll often find me twirling on the dance floor with my amazing wife. Life, much like a dance, is all about rhythm and connection. I believe in embracing the joy of each step while savoring the moments we create together.
Cooking
In the heart of my home, the kitchen, I transform from a financial planner into a flavor Guru. It’s not just about numbers and budgets here—it’s about creating magic with flavors. I love experimenting with ingredients, turning the ordinary into the extraordinary, and serving up dishes to serve my family and friends. Nothing brings people together like a good meal.
Balancing a Healthy Lifestyle
Beyond the office walls, I’m a dedicated health enthusiast. I believe in the holistic balance of mind and body. From exploring new fitness routines to discovering nutrient-rich recipes, I’m on a constant quest to learn how to get the most out of life. Because, after all, staying healthy isn’t just good for personal well-being; it enhances every aspect of life’s journey.
What is Financial Planning?
Beyond the Portfolio
Personalized Guidance
Tailored, individualized financial advice and support.
Peace of Mind
Providing reassurance by alleviating your financial concerns.
Free your Time
Regain time with financial freedom.
Education
Having the financial knowledge to make informed decisions.
Schedule a Call
Discuss your financial concerns and learn more about Deasil Wealth Management.
goals & Information gathering
Identifying and prioritizing your financial goals and discussing the solutions we can provide.
Financial Peace
Find peace and confidence while executing your financial plan.
Frequently Asked Questions
A financial planner helps individuals and families navigate their financial lives by providing expert advice and guidance on a wide range of financial matters. This includes retirement planning, investment management, tax planning, estate planning, risk management (insurance), budgeting, and debt management. Financial planners work closely with clients to understand their unique goals and circumstances and develop customized strategies to help them achieve financial security and success.
If you’re feeling overwhelmed or unsure about your financial situation, or if you have specific financial goals you want to achieve but don’t know how to get there, it may be time to consider working with a financial planner. Whether you’re planning for retirement, saving for a major purchase like a home or college education, or simply want help managing your finances more effectively, a financial planner can provide valuable expertise and guidance to help you reach your goals.
When choosing a financial planner, it’s important to look for someone who has the appropriate credentials and qualifications to provide financial advice. Some common credentials to look for include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Financial Analyst (CFA), and Personal Financial Specialist (PFS). These designations indicate that the individual has met certain education, experience, and ethical standards in the field of financial planning.
If you’re ready to take control of your financial future and achieve your goals, the first step is to schedule a consultation with a qualified financial planner. During your initial meeting, you’ll have the opportunity to discuss your financial goals, concerns, and objectives, and learn more about how a financial planner can help you achieve them.
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At Deasil Wealth Management, we serve as your personal guide to financial success. From one-on-one guidance to inspiring talks, our mission is to help communities thrive by building wealth.
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