Investments & Services

Avacar Financial offers a wide variety of services to meet the financial objectives of individuals. We work closely with each client to determine their specific needs. A clear, concise, and flexible plan is created. We help you put that plan into action, and we regularly review your situation for any necessary adjustments that might need to made to the plan. It is an ongoing process, and we are with you every step of the way.

How confident are you in your existing plan? Would you like to find out if there is any room for improvement? Call Avacar Financial today and solidify your plans for today and tomorrow.

Cash Management Services

Checking Accounts
Money Market Funds
Certificates of Deposit

Equity Investments *

Stocks
Real Estate Investment Trusts
Tax Advantaged Programs
Hedged Equity Strategies

Fixed Income Investments

Zero Coupon Bonds
Government Agency and Treasury Bonds
Convertible Bonds
Mortgage-Backed Securities
Unit Investment Trusts

Insurance Services

Income Replacement
Wealth Replacement
Legacy Acceleration
Long-Term Care Expense Protection
Variable Universal or Term Life
Fixed or Index-Based Annuities
Variable Annuity with Living Benefits

Investment Advisory *

Traditional Asset Allocation
Fee Based Accounts
Third Party Managers
Institutional Accounts
Strategic or Tactical Asset Allocation