Avantax

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        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

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        • News and insights from industy professionals and thought leaders on the Avantax team

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        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

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        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

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        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Asset Management

Avantax Planning PartnersSM provides an independent, objective approach to asset management with your needs at the forefront. Elements of modern portfolio theory are employed across a diverse roadmap of growth and income investments in an effort to maximize return while minimizing risk. Our philosophy is to assist you with the allocation of capital among the major asset classes (bonds, stocks, and cash) while working to minimize the risk inherent in the securities marketplace – all tied back to your financial plan and the strategies laid out by your financial planning consultant (FPC) and CPA.

Investment Advisory Committee

Avantax Planning Partners utilizes an experienced Investment Advisory Committee (IAC) to manage the investment landscape. The IAC consists of several highly-experienced and highly-credentialed industry leaders who meet monthly to review economic and market conditions, review and adjust stock and bond models, and monitor investment vehicles. In addition, the committee is responsible for creating policies regarding proper diversification of client portfolios.

 

Investment Process

Developing an appropriate asset allocation is the first step. Our team gets to know you and your time horizon, liquidity needs, tax situation, and risk tolerance to determine what the best asset allocation is for your unique situation. Based on your financial plan, we consider what should be invested in the stock market, other interest-earning investments, or cash.

Next, we want to ensure you have an appropriate amount of diversification. We’ll look at the types of interest your investments are generating, and, in partnership with your CPA, the resulting tax implications. With your CPA as part of your planning team, we have a great opportunity to develop investment and tax strategies that complement each other and work for you.

As your asset manager, we have a team of investment professionals responsible for selecting and monitoring your investments based on the plan you built with your FPC and CPA. Our team is constantly monitoring what’s happening in the market. We’ll take advantage of opportunities and mitigate risk in accordance with the decisions made with your planning team.

You can count on Avantax Planning Partners to continually rebalance your allocations to ensure that you’re invested according to your plan. Again, we’ll be working with your CPA to look at tax consequences and opportunities.

Together, we’ll determine the frequency and cadence of reviews and adjustments. Whether it’s a shift in your goals, change in tax law, or the Avantax Planning Partners IAC makes new recommendations – we are your financial planning partner and our asset management services are a tool to keep your plan on track.

 

Asset Allocation/Diversification of your overall investment portfolio does not assure a profit or protect against a loss in declining markets.