Avantax

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

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

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

        • Join Us
        • 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

        • Support
        • 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

        • Contact
        • 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

Insurance Planning

At Avantax Planning PartnersSM, our insurance philosophy is simple – match the best companies, products, and services to your individual risk management needs – all while remaining focused on your personal financial plan. Our insurance planning review is a consultative approach with your financial planning consultant (FPC) and CPA. This approach connects tax and financial strategies while considering risk protection and preservation of assets to reach your goals.

Avantax Planning Partners utilizes a team of insurance and financial professionals who strive to provide the best solutions using handpicked and carefully monitored insurance carriers. Our professional insurance planning services include:

  • Team approach that incorporates tax and legal advisors
  • Independent objective analysis of your risk management situation
  • Representation of multiple insurance carriers to match your needs with the appropriate product from a quality company at a competitive price
  • Regular, ongoing service reviews
  • Coordination of risk management program with wealth management objectives
  • Life, long-term care and disability insurance as well as group life and health plans
  • Full array of insurance planning solutions including business continuation, advanced estate planning, executive benefits, and personal planning