Emanuel Avina, President of Avina Financial Group, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management
During the interview, Emanuel discusses how Social Security is a necessary part of a comprehensive retirement income strategy. There are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.
Emanuel explained that “Over a decade ago, I began this journey in financial services to help clients not only retire but to retire with more confidence. That confidence comes from knowing how, when, and where your income is coming from to fund that retirement. I am so excited to bring this education to help people understand one of the most vital resources in retirement: their Social Security.”
Avina continued, “In a world of media white noise, account balances, fees, and market swings, it’s easy for those numbers to feel like the goal. But at Avina Financial Group, we go beyond the numbers. That’s the Avina Financial difference — that’s our Retire with More Process. Our proprietary 5-step process to help you Retire with More- more of what is important to you.”
About Emanuel Avina
Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish and maintain their 401(k) plans for their employees retirement. He has passed the Series 7 and 66 securities exams, holds California licenses to offer health and life insurance as well as annuities and has obtained his Chartered Retirement Planning Counselor (CRPC®) designation.
He and his wife have three daughters and one son.
Tune in for the interview available on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-social-security-drawdown-strategies/
To get a complimentary Retirement Income report that will help you understand how, when, and where income is coming from in retirement and how long it will last.
Investment advisory products and services are made available through Avina Financial Group, Inc., a Registered Investment Adviser. Retire with More is the name of our process and is not a guarantee of investment performance or a guarantee of your retirement outcome.