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Financial Planning

Comprehensive Financial Planning Services for Your Clients

Financial planning is the foundation of every client relationship. Every financial decision your client makes has a tax consequence. Are you failing to consider one of their largest expenses by only focusing on pre-tax returns? Avantax excels by managing your clients’ investments with a focus on after-tax outcomes. Our unique approach is called Tax-Smart Investing, and it can have a substantial impact on after-tax returns over time versus a non-tax approach.

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-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.

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7-Point Tax-Smart 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.

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Avantax®

Your true financial planning partner

Ready to learn more about the Avantax advantage? Let us demonstrate how we can help change your life and your practice for the better with a wealth management approach you can feel confident in, a community of like-minded professionals to help you reach your goals and the technology you need to identify strategies and save time — all for a lower cost than many competitors.

Join the Avantax Team of Financial Professionals

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.

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