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Expertise & Products for Financial Pros

Nobody Understands Your Needs Better Than Avantax

Staying competitive while focusing on your clients is a balancing act. You need a partner that provides the expertise and products to give you that leg up while providing truly holistic financial planning through a tax-intelligent lens. Our areas of expertise include:

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Our Tax-Focused Investment Strategies

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why our Financial Professionals utilize 7-Point Tax-Intelligent Planning Concepts to help give your clients a unique advantage in their planning and to help you maximize their financial potential by allowing them to keep more of what they earn.

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The Avantax-Intelligent Planning Concepts

Tax-Focused Investment Strategies

  • Having an investment strategy that meets your clients’ financial goals and minimizes their tax liability is going to be paramount to their overall financial plan.

Retirement Planning & Withdrawal Strategies

  • Identifying retirement needs early on to address and plan as part of your future spending strategy.

Family Risk Management

  • Mitigating risks to your client’s plan so their family is prepared if catastrophe strikes.

Business Planning

  • Planning for business contingencies to succeed financially.

Legacy Planning

  • Ensuring your client’s wishes, values and priorities are upheld throughout their life.

Education Planning

  • Know your client’s educational options for their children and grandchildren and see how options can affect cash flow, debt management, and estate tax planning.

Cash Flow Management

  • How much is being saved versus how much is spent? Get a clear picture of monthly inflows and outflows to understand the entire story.

Products and Services We Offer

The Avantax independent business model gives you the freedom to make better financial choices for your clients with access to the products and services you need – without pressure to sell propriety products.

  • Investment Solutions
    • Stocks, Bonds, Mutual Funds & ETFs
    • Separate Accounts & Unified Managed Accounts
    • Home Office as Portfolio Manager Solutions
    • Tax-Intelligent/ Tax-Sensitive Investment Solutions
    • REITs, DSTs & 1031 Exchanges
    • Private Equity
  • Risk Management Solutions
    • Insurance Solutions
    • Annuities
  • High Net-Worth Solutions
    • Lending & Banking Services
    • Cash Management Solutions
    • Concentrated Stock Solutions
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The Proprietary, Tax-Intelligent Platforms

Our firm’s robust technology platform is designed to help identify investing and planning opportunities for each of your clients — no matter what their financial situation. All too often, Financial Professionals maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We’ve developed patent-pending technology and resources that help you focus on after-tax results - all in a fraction of the time it would take manually.

Avantax Retirement Plan ServicesSM

Avantax Retirement Plan Services is your turnkey solution. Our in-house employees offer a full suite of services including plan document compliance review, benchmark investment performance and fees, customized plan design solutions for your clients, and professionally managed investment portfolios. Leverage Anvantax employees to run your plan and utilize every resource under our roof.

With our holistic view of financial planning, we focus on the primary goals of your client and help create a tailored retirement plan that helps maximize their contributions and tax deductions.

Client benefits include:

  • Turnkey solution
  • Single point of contact
  • ERISA 3(38) fiduciary
  • Custom plan design
  • Participant advice 3(21)
  • Fee transparency
  • Objective investment process
  • Payroll integration
  • Intuitive mobile website

Learn More

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Tax-Loss Harvesting

Volatility is fact of life. Market down days are typically perceived by investors as a bad day in the market; however, at Avantax, we utilize tax-loss harvesting as a strategy to benefit from market volatility. When the market is down, we strategically and proactively “harvest” your clients’ tax loss which can then be used to reduce their taxes.

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1040 Analyst®

The 1040 Analyst is a unique mining tool created by Avantax. Using this software, you can seamlessly integrate your clients’ tax data (using their form 1040) and reveal an individualized set of financial opportunities.

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Technology and Products You Know

You will also have access to some of the best wealth management software providers in the industry including eMoney, MoneyGuidePro®, WealthscapeSM and Envestnet™.

Looking to grow your business as part of a supportive community?

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