Have a 401(k) or 403(b)? Let’s Make Sure It’s Working for You
Rethink Your Retirement Strategy—Protect Your Lifestyle and Financial Future
Traditional retirement accounts like 401(k)s and 403(b)s were once just one part of a well-rounded retirement plan. Today, for many Americans, they’ve become the primary—or only—source of retirement income.
But is your current plan truly enough to support the lifestyle you’ve worked so hard to build?
At Avalon Tax & Financial Consulting, we offer personalized retirement plan reviews to help you:
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Maximize the value of your 401(k) or 403(b)
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Explore additional income streams for retirement security
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Minimize taxes and penalties
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Ensure access to your money when you need it most
Schedule a complimentary consultation today and take the first step toward a more secure, tax-efficient retirement.
Building Financial Confidence for Life After Work
At Avalon Tax & Financial Consulting, we specialize in retirement strategies designed to preserve wealth, reduce tax burdens, and grow your savings with confidence.
Our clients are seeing 30% to 50% more income during retirement—without the traditional risks or high fees.
Maximize Your Retirement Income with a Plan Built for the Long Term
Are you looking for a retirement solution that helps you:
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Increase your liquidity for greater financial flexibility
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Protect against unexpected financial hardships
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Achieve competitive long-term returns on your investments and savings
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Reduce or eliminate high advisory fees
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Significantly lower the taxes you’ll pay in retirement
Frequently Asked Questions
If you can’t find the answer you’re looking for, feel free to contact us directly at twilson@avalonfinancialservices.com — we’re here to help.
Yes, early withdrawals may be subject to a 10% IRS penalty, in addition to applicable income taxes.
No, this program is tax-deferred, meaning you won’t pay taxes on earnings until you make withdrawals.
No, it's important to meet with your advisor periodically to review and rebalance your portfolio, ensuring it stays aligned with your financial goals and risk tolerance.
Mrs. Ttierra not only helped me with my 2019-2020 taxes she also settled my IRS debt. If I could give her 20 stars I would. I definitely will never trust another tax consultant ever again!! Thank you, Ttierra!!!
Conic
It was a great experience was very help in explaining my options and very detailed when it came to explaining things. Always followed up throughout the entire process. Most of all the honestly not giving me to run around
Fred Wilson
With all of life's uncertainty I decided to look into getting life insurance. I called Tteirah with Avalon Tax & Financial Services and she was able to help me out. She searched for the best carrier and the best rates to fit my needs. Now I can rest better knowing that if something does happen, my family doesn't have to stress about how are we going to take care of things. Call Tteirah, you wont regret it.
Anissa Tate