Finding the Right Partner
Finding the right financial services partner is perhaps the most important decision you can make when it comes to your practice and your clients. Knowing what to look for can be challenging, and while some qualities such as cost and years of experience are easy to compare, others such as culture, service and whether a firm can support the future of financial planning advice are often more difficult to measure.
Does Your Current Wealth Management Firm:
- Have the industry knowledge and technology to support the future of financial planning?
- Help you offer a more comprehensive approach to after-tax results for clients?
- Support your goals for growth and practice management?
- Provide personalized services at a fair market price?
- Make daily operations easier and enrich your life with a sense of community and purpose?
The Future of Financial Planning Advice
The landscape of wealth management guidance is constantly evolving. As it continues to change, one thing seems clear: Wealth management firms recognize that comprehensive, integrated, tax-focused financial planning is the best path forward to help clients pursue their financial goals.
What Fully Integrated Financial Planning Strategies Look Like
We were founded by a CPA over 40 years ago and have partnered with professionals from the start to design a firm around the principles of after-tax wealth management. This means we’ve substantially invested in technology to help you provide comprehensive investment advice to clients through a tax-focused lens.
Products and Services We Offer
The Avantax independent business model gives you the freedom to make the most appropriate financial choices for your clients with access to the products and services you need – without pressure to sell propriety products.
Investment Solutions
- Stocks, Bonds, Mutual Funds & ETFs
- Separate Accounts & Unified Managed Accounts
- Home Office as Portfolio Manager Solutions
- Tax-Intelligent/Tax-Sensitive Investment Solutions
- REITs, DSTs & 1031 Exchanges
- Private Equity
Risk Management Solutions
- Insurance Solutions
- Annuities
High-Net-Worth Solutions
- Lending & Banking Services
- Cash Management Solutions
- Concentrated Stock Solutions
The Avantax Advantage
Our firm’s robust technology is designed to help identify investing and planning opportunities for each of your clients — no matter their financial situation. Too often, financial advisors maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We’ve developed technology and resources to help you focus on after-tax results — all in a fraction of the time it would take manually.
Referrals from a Trusted Avantax Professional
Prospecting is an essential part of growing your financial practice, but it also takes time away from serving clients. As a member of the Strategic Partnership Program, you can team up with an existing Avantax tax professional who wants to provide their clients with the financial guidance they need but don’t have time to focus on both wealth management and their tax and accounting services.
Your True Financial Planning Partner
Ready to learn more about the Avantax advantage? Let us demonstrate how we can enhance your practice with a wealth management approach you can trust – all at a lower cost than many competitors.
Fill out the form to get in touch with a member of the Avantax team.