Financial Planning for Financial Pros
Comprehensive Financial Planning Services for Your Clients
Financial planning is the foundation of every client relationship. Every financial decision your client makes has a tax consequence. Are you failing to consider one of their largest expenses by only focusing on pre-tax returns? Avantax excels by managing your clients’ investments with a focus on after-tax outcomes. Our unique approach is called Tax-Intelligent Investing, and it can have a substantial impact on after-tax returns over time versus a non-tax approach.
Our Tax-Focused Investment Strategies
We firmly believe that all financial decisions are, at their core, tax decisions. That’s why our Financial Professionals utilize The Avantax-Intelligent Planning Concepts to help give your clients a unique advantage in their planning, and to help you maximize their financial potential by allowing them to keep more of what they earn.
The Avantax-Intelligent Planning Concepts
Tax-Focused Investment Strategies
- Having an investment strategy that meets your clients’ financial goals and minimizes their tax liability is going to be paramount to their overall financial plan.
Retirement Planning & Withdrawal Strategies
- Identifying retirement needs early on to address and plan as part of your future spending strategy.
Family Risk Management
- Mitigating risks to your client’s plan so their family is prepared if catastrophe strikes.
Business Planning
- Planning for business contingencies to succeed financially.
Legacy Planning
- Ensuring your client’s wishes, values and priorities are upheld throughout their life.
Education Planning
- Know your client’s educational options for their children and grandchildren and see how options can affect cash flow, debt management, and estate tax planning.
Cash Flow Management
- How much is being saved versus how much is spent? Get a clear picture of monthly inflows and outflows to understand the entire story.
Avantax®
Your true financial planning partner
Ready to learn more about the Avantax advantage? Let us demonstrate how we can help change your life and your practice for the better with a wealth management approach you can feel confident in, a community of like-minded professionals to help you reach your goals and the technology you need to identify strategies and save time — all for a lower cost than many competitors.