AboUt Us
With over 30 years of experience as an entrepreneur, I’ve owned several small businesses and collaborated closely with fellow business owners. I understand firsthand the financial challenges that come with managing both personal and business finances. Often, we don’t realize what is missing from our financial plan because we lack the knowledge of the options available to us. My journey has been shaped by the lessons learned from navigating these complexities and the pitfalls that can arise without a clear strategy.
To help others avoid the mistakes I encountered, I offer tailored financial solutions for individuals and small businesses, partnering with a network of experienced experts in all areas of financial services. Whether you’re just starting out or seeking to optimize your strategies, I’m here to guide you toward a more secure and prosperous future.
Lori Avant
Our Services
We specialize in providing tailored financial solutions for individuals, families, and businesses. Our services include comprehensive insurance strategies to protect what matters most, retirement planning to help you achieve your long-term goals, and long-term care planning to ensure peace of mind for the future. We work with individuals, business owners, and church leaders to develop personalized plans that maximize benefits and address unique needs. Whether securing your financial future or supporting your employees and congregation, we are dedicated to helping you build and protect your legacy
Complimentary Financial Strategy Session
Unsure if you have the right protection for yourself, your family, or your business? Want to review your current policies or benefits? Schedule a complimentary strategy session with us! We’ll assess your unique financial needs and goals, provide expert insights on insurance, retirement planning, long-term care, and help you create a comprehensive plan for your financial future—regardless of where you’re starting from.