reported an increase in client retention after adding financial services.*
As a tax professional, your unique insight into clients’ financial situations allows you to uncover opportunities that others often miss. The application of our three-pillar approach puts you in a position to foster greater financial health for your clients, along with creating a valuable increase in the services you provide.
We advocate a goals-based approach to finances, providing tailored advice and custom solutions to help your clients save money and invest in ways that can get them closer to reaching their goals.
We believe there are 8 wealth management issues affecting every client which, with proper guidance, can help systematically address their needs — ranging from retirement goals to debt management.
Tax data can reveal incredible financial opportunities and vulnerabilities for your clients. All too often, Financial Professionals maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We provide tools that help you find ways to strengthen your client’s financial situation holistically.
1040 Analyst is a unique mining tool created by Avantax Wealth Management. Using 1040 Analyst, Financial Professionals are able to seamlessly integrate clients’ tax data (using their form 1040) and reveal an individualized set of financial opportunities.
We have a diverse range of programs and tools to help our Financial Professionals grow on an individualized level. We know that each tax and non-tax professional in our community has unique strengths and needs, and we work to support them all.
Our mission to help you build your clients’ long-term wealth is realized through our unbiased financial products and wide range of investment solutions. We employ our three-step investment strategy to help you navigate a complex financial landscape.
We recognize the positive impact that fee-based advisory business can bring to your practice, and will provide you access to an advisory platform to help distinguish you from the competition.
We have a strategic business alliance with one of the nation’s leading brokerage clearing institutions, National Financial Services LLC (“NFS”), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business, extensive training, dedicated home-office support, and access to leading-edge technology.
Avantax Insurance AgencySM maintains relationships with more than 30 separate insurance providers who offer fixed and variable annuities, life insurance, disability, and long-term care solutions.
Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.
*2017 IPSOS research survey.