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

Planning

At Avantax Planning PartnersSM, everything we do is centered around your long-term financial goals. We start by getting to know you: your passions, what keeps you up at night, your legacy. Once we fully understand your goals, we incorporate tax planning, retirement planning, estate planning, risk management, and asset management all together into one holistic and comprehensive financial plan.

Guidance Planning Strategies

Our planning tool, powered by your CPA and financial planning consultant, visually lays out a long-term plan, looking at all the impacts of financial decisions. Known as GPS – which stands for Guidance Planning Strategies – the planning tool demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan. Watch the video below to learn how planning can truly impact your life.

A Distinct Advantage

  • Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure
  • An interactive planning program and process called Guidance Planning Strategies (GPS) illustrates your entire financial picture
  • Salaried financial planning consultants (FPCs) provide unique recommendations tailored to you
  • The Avantax Planning Partners Investment Advisory Committee provides oversight of all investment allocations

Assisting you in achieving your financial goals is our team’s main priority. The GPS platform provides you with tools, reports and resources to help you navigate your financial plans.