Avalon Tax & Financial Services
ATTENTION: For Those Who’ve Worked Hard to Build Real Wealth.
Exclusive Retirement Income Strategies Webinar
Discover how high-net-worth families are reducing taxes, preserving capital, and building income streams designed to last through retirement—regardless of market volatility.
For Home Owners looking to refinance or buy a second home
Ready to refinance an existing Home or purchase another one - apply now!
Whether you are looking to lower your current mortgage payment, or buy another Home for vacation/investing, Avalon Tax & Financial Services can help!
Tired of buying leads? Start generating your own exclusive leads starting next week!
Don't Take Our Word For It...
See What Some Of Our Clients Have To Say
Sarah Went Above
and Beyond!
"Sarah went above and beyond to help us secure our mortgage in a tricky situation. Things changed several times on our side and we were on a very tight timeline. Sarah rolled with and adjusted to all of our changing needs."
Michael Reede
Home Buyer in Texas
I Would Recommend
Them Anytime to Anyone.
"I frequently use John as a resource of knowledge in the world of mortgage lending and he never disappoints. I would recommend he and Frank anytime to anyone looking to finance a home or investment property."
Matt Oliver
Home Owner in Texas
The Process
Was Seamless!
"Cody was super helpful. He asked all the right questions and made our quest to purchase a home easy and comfortable. The process was seamless."
Brian Hilton
Home Owner in Texas
I Would Recommend
Them Anytime to Anyone!
"It's an awesome experience to work with you guys Mortgage Company. You are a really big help to me especially working on how to process my home loan. This company has professional and hospitable staff. I would definitely recommend this lender."
Jacob Lewis
Home Owner in Texas
Avalon Tax & Financial Services
If you’ve accumulated a significant nest egg, you understand the importance of protecting what you've earned while making it work harder for you in retirement. At Avalon Tax & Financial Services, we're committed to helping Americans approaching retirement make confident financial decisions.
In this live educational session, we’ll reveal proven strategies used by top-earning professionals and retirees to:
Minimize taxes on Social Security, IRAs, and investment accounts.
Protect principal while creating sustainable retirement income.
Avoid common timing pitfalls that derail portfolios in the decumulation phase.
How it works:
Complete the short form above to reserve your seat.
Attend the live online event from the comfort of your home.
Walk away with advanced retirement income insights most advisors won’t share.
Ideal for individuals with $250K+ in retirement savings looking for secure, tax-optimized options in today’s volatile climate.
Frequently Asked Questions
What are the different types of mortgages available?
There are various mortgage options, including fixed-rate, adjustable-rate, FHA, VA, and USDA loans. Each type has different features and benefits. Contact us to find out which option might be best for you.
How much can I afford to borrow?
Your borrowing capacity depends on your income, debts, and overall financial situation. Our mortgage experts can help you estimate how much you can afford--apply today and speak with one of our experts for personalized advice.
What is mortgage pre-approval, and why is it important?
Pre-approval involves a lender reviewing your financial situation to determine how much you can borrow. It shows sellers you're a serious buyer and gives you a clearer picture of your budget.
Can you provide insights into current market trends and forecasts in the areas you serve?
The home buying process typically involves several key steps. For buyers, these steps include pre-approval for a mortgage, property search, making an offer, negotiating terms, conducting inspections, securing financing, and closing the deal. We guide our clients through each stage of the process, offering personalized support and expertise along the way.
What will I learn in the webinar?
You’ll learn how to reduce tax exposure in retirement, create a reliable income strategy, and protect the wealth you’ve built from unnecessary risk and erosion.
Is this just a sales pitch for a product?
No. This is an educational session designed to empower you with strategies. If you choose to explore options with us afterward, you will have the option to schedule a private Dream Retirement Session with us.
Do I need a financial advisor to attend?
Not at all. Whether you have an advisor or manage your finances yourself, this webinar will give you insights most professionals overlook.
What if I already have a retirement plan in place?
Great! This webinar can help you identify potential gaps or optimizations—especially around taxes, market timing, and income withdrawal strategies.
Is this only for people who are already retired?
Not at all. Most attendees are within 5–10 years of retirement and want to ensure they’re set up to transition with confidence.
How much does it cost to attend?
There’s no cost to attend. We believe in education first—and you’ll walk away with actionable insights regardless of your next step.
Will I be able to ask questions during the session?
Yes, absolutely. We reserve time for live Q&A at the end so you can get clarity on what matters most to you.
Avalon Tax & Financial Services
About
We know how important and invasive the retirement planning process can be. We appreciate that you’re considering entrusting us with one of the most important seasons of your life.
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