Avantax

Avantax
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        • Our Company

        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal

        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership

        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News

        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us

        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About

        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy

        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support

        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients

        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact

        • Contact Avantax Wealth Management for support or more information

        • About

        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services

        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management

        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact

        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About

        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees

        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors

        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact

        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Avantax Disclosure Catalog (ADC)

Advisory Services

This section provides information about Avantax Advisory Services & the fee based products available.

Form ADV 2A – Disclosure Brochure
Form ADV 2A – Appendix 1 IMS Access Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Flex Choice Wrap Program Brochure  
Form ADV 2A – Appendix 1 IMS Portfolio Choice Wrap Program Brochure
Form ADV 2A – Appendix 1 IMS Prime Wrap Program Brochure  
Form ADV 2A – Appendix 1 IMS Select Portfolios Wrap Program Brochure  
Form ADV 2A – Appendix 1 IMS Unified Choice Wrap Program Brochure  
Form ADV 2A – Appendix 1 IMS Direct Wrap Program Brochure  
Fee Only Variable Annuity Disclosure Form
Fee Only Indexed Annuity Disclosure Form