Connecting Tax and Financial Planning

Connecting Tax and Financial Planning

Your Financial Navigation Partner

Your Financial Navigation Partner

Services

Welcome to the Avantax Family

At Avantax Planning PartnersSM, we are steadfast in our dedication to serving our clients. We strive to serve you with the utmost integrity and respect, to consistently improve your experience, and to help you address your personal and financial goals.

At Avantax Planning Partners, we focus on your long-term financial goals, and use our GPS program – which stands for Guidance Planning Strategies – to help set you on a path towards your goals. Once your custom financial plan is built, your financial planning consultant (FPC) and CPA will determine areas of opportunities and risks. Using our GPS program, we can show you what happens to your financial plan if there are changes in the stock market, if you change your retirement investment strategy, how charitable giving may impact your plan, and more. Through our holistic planning and comprehensive financial services, we’ll help keep your plan on track and moving towards your goals and dreams.

We believe the financial planning process should begin with your CPA and an Avantax Planning Partners financial planning consultant (FPC) understanding what is important to you. We listen, assess, and develop tax-efficient financial strategies to help you navigate your financial goals. In addition to planning services, we also offer financial strategies such as:

ASSET MANAGEMENT
Your unique investment strategy is centered around your personal situation. An experienced Avantax Planning Partners Investment Advisory Committee navigates the nuances of the market and provides unbiased oversight and management of all advisory allocations.

RETIREMENT PLANNING
Our team can review and assess your retirement plans to assist you are on track to reach your goals. In addition to personal retirement solutions, we offer full-service retirement plan services for businesses with a complimentary 360-degree review of your organization’s current plan.

INSURANCE PLANNING
A complimentary risk assessment provides our team of insurance professionals with the ability to identify the most appropriate insurance solutions for you, your family, and/or your business. We work with a variety of highly-rated providers to implement the most appropriate insurance solutions based on your needs.

ESTATE PLANNING
From wealth transfer planning to charitable planning and everything in between, we can build a plan to preserve your wealth with a full range of estate planning strategies and solutions.

FINANCIAL PLANNING
Your financial goals are our main priority, and having a strategy personalized to you is important. We have a comprehensive approach to wealth management and financial planning called Guidance Planning Strategies (GPS). 

TAX PLANNING
The collaboration between Avantax Planning Partners and your CPA advisors provides you with a distinct advantage when it comes to financial planning. Whether harvesting tax losses, implementing tax diversification, or savings strategies, we can work together to minimize your tax exposure.