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-smart lens. Our areas of expertise include:
We firmly believe that all financial decisions are, at their core, tax decisions. That’s why our Financial Professionals utilize 7-Point Tax-Smart 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.
Tax-Focused Investment Strategies
Retirement Planning & Withdrawal Strategies
Family Risk Management
Cash Flow Management
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.
Stocks, Bonds, Mutual Funds & ETFs
Separate Accounts & Unified Managed Accounts
Home Office as Portfolio Manager Solutions
Tax-Smart/ Tax-Sensitive Investment Solutions
REITs, DSTs & 1031 Exchanges
Risk Management Solutions
High Net-Worth Solutions
Lending & Banking Services
Cash Management Solutions
Concentrated Stock Solutions
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 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:
Single point of contact
ERISA 3(38) fiduciary
Custom plan design
Participant advice 3(21)
Objective investment process
Intuitive mobile website
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.
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.
You will also have access to some of the best wealth management software providers in the industry including eMoney, MoneyGuidePro®, WealthscapeSM and Envestnet™.
Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.