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

68% of Avantax Financial Professionals

reported an increase in client retention after adding financial services.*
68% of Avantax Financial Professionals

reported an increase in client retention after adding financial services.*

Comprehensive financial services empower you and your clients

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.

1. GOALS-BASED SOLUTIONS

Financial services designed with clients in mind

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.

8 Wealth Management Issues

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.

2. TAX INTEGRATION

The Financial Services Firm of Tax Professionals®

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®

 

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.

Programs and tools designed for growth

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.

3. INVESTMENT SMARTS

Unbiased investment insights and solutions

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.

Advisory services

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.

Custodial services

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.

Insurance solutions

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.

Your Financial Advantage

Still wondering if Avantax Wealth ManagementSM is right for your business? Contact us to find out more.

*2017 IPSOS research survey.