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Expertise & Products for Tax Professionals & CPAs

Avantax Planning PartnersSM - More Services, Products and Support for Your Clients

Staying competitive while focusing on your clients is a balancing act. You need a Registered Investment Advisor (RIA) that provides the products and services to give you that leg up while providing truly holistic financial planning. The Avantax Planning Partners turnkey business model gives you the freedom to provide holistic financial planning and wealth management services to your clients without the day-to-day challenges of running a wealth management division.

The Avantax Proprietary, Tax-Intelligent InvestingSM Platform

Our firm’s robust technology platform is designed to help identify investing and planning opportunities for your clients. All too often, a client has a tax plan and financial plan that are designed independently. Often, Financial Professionals maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. When you combine tax advice with financial planning and add on powerful technology – you get a tax-intelligent client experience. We’ve developed patent-pending technology and resources that help you focus on after-tax results.

Tax-Smart Investing™ (TSI) Software

Our proprietary technology is designed to uncover potential tax savings and wealth management strategies for your clients — all in a fraction of the time it would take manually. The TSI technology helps you maintain a critical tax focus on your client’s financial planning strategies and investment decisions.

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Our Investment Process

Avantax Planning Partners start with your clients’ goals and aligns financial strategy with their objectives. The focus is to help deliver the desired financial outcome by employing our 5-Step Tax-Intelligent Process:

1. Determine life goals and time horizon.
2. Tailor a tax-intelligent investment strategy.
3. Implement strategy across your client’s portfolio.
4. Monitor and rebalance portfolio as needed.
5. Consistently adjust based on changing life stages/goals.

Avantax Retirement Plan ServicesSM

Avantax Retirement Plan Services is your turnkey solution to a full suite of services including plan document compliance review, benchmark investment performance and fees, customized plan design solutions for your clients, and professionally managed investment portfolios. Your partnership is backed up by a team dedicated to sales and service support.

With our holistic view of financial planning, we focus on the primary goals of your client and help create a tailored retirement plan that helps maximize their contributions and tax deductions.

Client benefits include:

  • Turn-key solutions
  • Single point of contact
  • ERISA 3(38) fiduciary
  • Custom plan design
  • Participant advice 3(21)
  • Fee transparency
  • Objective investment process
  • Payroll integration
  • Intuitive mobile website

Learn More

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