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Stay Competitive with Comprehensive Tax-Smart Services

Our firm was founded by a CPA over 30 years ago, and since then, we’ve been helping professionals just like you offer the services clients need to help achieve better after-tax results. It’s the future of financial planning, so doesn’t it make sense to partner with the firm dedicated to providing comprehensive financial planning services through a tax-focused lens?

To learn how tax-smart strategies can help you remain competitive, download Nothing But Net — Propelling Client Growth with After-Tax Financial Planning Strategies.

We look forward to sharing how we can help you deliver the depth of wealth management services your clients deserve while pursuing your goals for your practice.

3200 Olympus Blvd., Suite 100,
Dallas, TX 75019, 972-870-6000

Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance ServicesSM, Avantax Insurance AgencySM, and Avantax Planning Partners. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000.