Why Avantax?
Our Profound Approach Creates Enduring Impact.
If you’re like many people, taxes are your single largest expense. But they can be so integrated into your life – with automated payroll deductions, estimated payments and even occasional refunds – that it’s easy to overlook their impact.
A Distinct Advantage
Imagine the confidence you could have when you understand the effect important financial decisions can have on your financial future — even before you make them.
We have tools that visually lay out your long-term financial plan from various angles based on financial choices like asset allocation, investing in your 401(k), selling a business, donating to charities or plans for your estate. Armed with this information, you can easily understand the potential impact and make informed decisions that are better aligned to help meet your short- and long-term objectives.
Business Transition Strategies
Building your business is a significant accomplishment. What happens to it once you’re ready to exit is an important decision - one that deserves careful consideration and the help of a tenured transition professional. We can model the sale of your business and how it impacts your financial future — whether your goal is to sell your company outright or transition it to partners, employees or loved ones.
Ongoing business plan monitoring can also provide protection in the event of an earlier-than-planned transition and ensure that it’s running as efficiently as possible to help meet your objectives.
Safeguarding Your Family and Your Business
At Avantax, our insurance philosophy is simple – match the most appropriate companies, products and services to your individual risk management needs. Our insurance planning review connects tax and financial strategies while considering risk protection and preservation of assets to help safeguard you and your family.
We only offer handpicked and carefully monitored insurance carriers that provide quality products at competitive prices.
Services include:
- Independent objective analysis of your risk management situation
- Regular, ongoing service reviews
- Coordination of your risk management needs with wealth management objectives
- Life, long-term care and disability insurance and group life and health plans
- A full array of solutions including business continuation, advanced estate planning, executive benefits and personal planning
Avantax Retirement Plan Services℠
Our employee retirement services allow you to focus on running your business while we manage the daily administration of your plan. Our turnkey solution is designed around your unique goals and includes investment management, administration and participant support and education services designed to provide the maximum level of fiduciary protection and help produce better retirement outcomes.
Avantax Retirement Plan Services℠
When you plan with Avantax, you’ll get the benefit of customized solutions based on your company’s unique demographics, growth and other needs including:
- Profit-sharing design options offering flexibility for owners and key employees
- Comprehensive fiduciary coverage and administrative services
- Collaboration with your tax advisor to provide a comprehensive, tax-optimized plan design
- Automatic features to increase employee participation, education and savings
- Proactive service and support through a dedicated relationship manager
Your tailored investment strategy should center around what matters most to you – your goals and your priorities within your time horizons.