We’re a full-service, independent advisory firm dedicated to helping you meet and potentially exceed your financial goals at every stage of your life. First, we approach every relationship with a long-term vision. Then we collaborate with you to develop a sound financial plan. Finally, we make any recommendations.
You may have specific financial goals, but do you know how to reach them? We help you identify your financial goals, as well as the steps needed to reach them. Any recommendations we make always have these goals in mind.
Investment Asset Management
As Investment Advisor Representatives, we manage your assets based on your individual goals, objectives, preferences and tolerance for risk. As your particular situation warrants, we may manage your portfolio for a fee or hold investments outside of a managed portfolio.
When reviewing finances, we may need to balance your shorter term college savings goals with your longer term retirement needs. We help you explore options for college funding including identifying the best 529 tax-advantaged savings plans for your family.
Income Planning and Analysis
You may experience a retirement of 20 to 30 years (or more). This makes identifying predictable sources of income a priority. We work to identify predictable sources of income and develop a retirement plan customized to your specific circumstances.
Tax Efficient Real Estate Liquidations
You may be ready to sell your business, your investment property, or your second home. We facilitate 1031 exchanges to help minimize the tax burden and maximize the dollars retained on real estate sales. Whether you seek to maintain the traditional landlord role on a new property through a 1031 exchange or you want to pivot to an investor role using a 1031 DST, we should be able to help you.
When you retire, some income (such as Social Security benefits and required minimum distributions) is taxable. You worked hard for your money and want to keep as much of it as possible. We structure your assets to minimize future tax implications.
Social Security Analysis
One of your most important decisions is when to apply for your Social Security benefits. The lifetime, inflation adjusted income promised by Social Security makes it one of your most significant assets. We help you answer questions such as when to file, tax implications of Social Security benefits, spousal benefits, and more.
Estate & Legacy Planning
The ultimate goal of estate planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible. We work with your attorney, or one of our recommended attorney’s, to help implement and coordinate your estate plan with your investments.
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.