Our insurance guidance helps protect your income, family, and assets through thoughtful risk management and coverage reviews.
Insurance is more than a policy—it’s a financial safeguard. We help you evaluate and implement coverage to protect your income, assets, and loved ones.
Your coverage should support—not complicate—your broader plan. We help integrate protection that makes sense within your strategy.
As independent advisors, we aren’t tied to any one carrier. That means our recommendations are objective and built around your needs.
Each type of insurance serves a different purpose. We clarify the differences and guide you to the right level of coverage.
Already have coverage? We’ll assess your policies to ensure they still meet your needs—and identify opportunities to improve or simplify.
We dedicate ourselves to deeply understanding your unique circumstances, needs, and goals, ensuring we craft a tailored financial strategy to help you achieve your dreams.
Through thorough research and analysis, we develop and present a customized action plan designed to help you work towards your financial objectives.
Once we align on the proposed strategies, we execute the plan with authenticity, integrity, and confidence to pursue your financial goals.
We regularly evaluate your progress, refining strategies as needed to help ensure you are on track to meet your financial goals, keeping you actively engaged throughout the process.
You have questions. You're not alone. Here are some of the most common things we help clients navigate—clear answers backed by experience and always tailored to your goals.
Yes. We review existing insurance for cost-efficiency, gaps in coverage, and alignment with your needs.
Every few years or after major life changes like marriage, children, or career moves. We review your coverage in the context of your evolving goals.
If you have people depending on your income or want to leave a legacy, the answer is likely yes. We help assess the type and amount of coverage that makes sense for you.
Life, disability, and long-term care are the big three. We’ll walk you through how each one fits into your overall financial plan.
Get a snapshot of the market and recent changes.
Learn how to save strategically for a child’s education and explore options for maximizing your education funds.
Discover effective ways to teach children essential money skills like saving, budgeting, and smart spending.
Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.
Get clear, objective guidance on coverage that protects your family and future.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed.
Avenor Wealth does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
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