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

Systematically helping clients pursue their dreams

Using a goals-based strategy creates alignment between a client’s goals and financial situation. This approach inspires motivation and helps ensure that they are putting their money in the appropriate places.

8 WEALTH MANAGEMENT ISSUES

Forward thinking for life’s biggest financial concerns

Avantax Financial ProfessionalsSM are committed to helping their clients make the most of their money and avoid common financial pitfalls. To guide those conversations, we created a solid framework that addresses eight of life’s most common wealth management issues.

01

Investment management

In today’s investment environment, it is easy for clients to be overwhelmed by an overabundance of information without individualized guidance. When everyone has their own unique financial situation, a “one size fits all” investment plan can be detrimental. As an Avantax Financial Professional, you have the opportunity to help your clients thoroughly assess their entire portfolio before working to build a long-term investment strategy, diversifying their assets* and even dealing with tax implications.

02

Cash flow & debt management

It’s common knowledge that one should spend less than they earn, but unfortunately that isn’t always put into practice. As an Avantax Financial Professional, you can help clients evaluate their current and future sources of income, become more strategic with their monthly budgets, and set aside some cash for emergencies.

03

Family risk management

A key part of planning for the future is helping your clients protect their retirement savings and their ability to earn income. Many Avantax Financial Professionals can provide insurance products that help protect clients through unforeseen events.

04

Retirement planning

Life expectancies are increasing and pension plans are disappearing. As an Avantax Financial Professional, you have the opportunity to help your clients generate a clear vision of what they want from retirement – and establish a financial strategy that can help them get there.

05

Education planning

Education planning choices can be confusing and convoluted. As an Avantax Financial Professional, you have the ability to guide them through this process while helping them understand the implications of how their savings will affect their child’s ability to qualify for financial aid, as well as how their income, gift and estate-tax situations play into it.

06

Estate planning

A well-crafted estate plan ensures that your clients’ wishes will be honored, even after they’re gone. As an Avantax Financial Professional, you can help your clients avoid the tragic (yet common) mistake of putting off estate planning until it’s too late.

07

Business planning

If you have clients who run a business, it’s likely they also need assistance in dealing with other vital issues: employee benefits, business financial goals, and risk management. By adding financial services to your practice with Avantax Wealth Management, you can give input that helps your clients protect their family, their business, and their future.

08

Special situations planning

Throughout your clients’ lives, as they pursue long-term goals, unexpected financial needs will arise. Whether it’s planning for a wedding, taking a spontaneous vacation, buying a second home, or an unforeseen event – clients will have big financial decisions to make. As an Avantax Financial Professional, you have the ability to ensure that your clients are well equipped to adjust their financial plan without jeopardizing their long-term goals.

This firm has a unique culture in that Financial Professionals truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that.
KYLE B.
- OKLAHOMA CITY, OK

Your Financial Advantage

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

* Diversification and asset allocation do not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets.