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Tax Smart Wealth Management

Our Framework

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why we utilize an 8-Point Tax-Smart Framework for wealth management to help give you a unique advantage in your planning and to help you maximize your financial potential by keeping more of what is yours.

1. Cash Flow & Debt Management

Avantax Wealth Management provides you a holistic view of your finances, establishing a plan that is designed to allow a greater portion of your earnings to be prioritized towards goals.

2. Distribution & Retirement Planning

We work with you to help meet retirement goals in a manner that is designed to limit the taxability of your retirement funds, with the goal of lasting beyond your lifetime.

3. Investment Planning

Our goal is to allocate investments appropriately and efficiently place them in the right accounts to help minimize annual tax consequences — thus helping you to keep more of what is yours.

4. Family Risk Management

Family Risk Management is insurance planning using products that have tax advantages to help ensure those you love are taken care of and the benefits you want them to have are preserved.

5. Education Planning

Education planning involves guiding you through a process of investing in the future of your children and grandchildren with the use of tax-advantaged investment vehicles such as 529 plans and even life insurance.

6. Legacy Planning

With legacy planning we create a master plan using a carefully designed process to help minimize potential taxes, thereby maximizing the assets you wish to leave to your loved ones.

7. Business Planning

Avantax Wealth Management helps you take into consideration all the possible tax implications of a legal entity, such as business structure, retirement plans, compensation, business insurance, and other issues.

8. Special Situations

With funds set aside for life events, such as a wedding or vacation property, there are often tax considerations that we help you prepare for so your money goes as far as you need.