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: