5268 Fairfield Shopping Ctr, Virginia Beach VA 23464 | tom_avery_agency@nwagent.com

Financial Insurance in Virginia Beach, VA

Dreams about the future come naturally, but funding those dreams doesn't. Work with people you know and prepare for your future with confidence.
Ask us how Avery Insurance Agency can help.


Mutual Funds—

Individual Retirement Account (IRA)—

  • Traditional IRAs – Contributions are made with pre-tax dollars, and earnings are tax-deferred. This means that you don't owe taxes until the funds are withdrawn, usually at retirement.
  • Roth IRAs – Contributions are made with after-tax dollars, so you don't pay taxes on the money as it accumulates
  • Rollover IRAs – Are funded with money form your employer-sponsored retirement plan. You can rollover any amount you choose because annual IRA contributions limits do not apply. Restrictions and limitations may apply, dependent on the plan or IRA type.

Income Protection—

Disclosure: Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.