Phone ​​770.624.0561 Email: brandy@theavalonfinancial.com Location: Cartersville, GA 30121 ​​

PLANNING IS THE FIRST STEP TOWARDS

SUCCESS

 

ABOUT US

Avalon Financial specializes in retirement planning and investments designed to minimize portfolio volatility and maximize income. We are passionate about our clients’ financial education and want to share the impact that smart money planning can have on their financial future. Avalon Financial strives to reveal smart planning strategies for all generations.

Our Mission

To make financial literacy available to everyone and change the lives of those that have the foresight and desire to change their future.

How WE Can Help You

Life Insurance

Indexed Universal Life is a funding tool that allows you to build cash value, avoid interest, outpace inflation and save for retirement. 

Annuity

Explore your options for investing with annuities and creating an income stream for life. Fixed annuities offer a great alternative to low-interest CD's

Family Planning

Explore the most effective vehicle to plan for your children and their future life expenses. 

 

Health

Medical Cost Sharing is the solution to health insurance nightmares. This solution provides exceptional care at affordable rates. You are back in control of your health care and have no network limitations.