HOME / Philosophy
Holistic financial planning empowers you and your clients
As a tax professional, your unique insight into your clients' financial situation allows you to uncover opportunities that other advisors often miss. The application of our three-pillar approach puts you in a position to foster greater financial health for your clients, along with creating a valuable increase in the services you provide.
of Avantax Advisors
reported an increase in client retention after adding financial services.*
01 Goal-based planning
Financial services designed with clients in mind
As advocates of goals-based financial planning, we provide tailored advice with holistic planning solutions — Helping your clients save money and invest in ways that can get them closer to reaching their goals.
02 Tax Integration
The power of information
Tax data can reveal incredible financial opportunities and vulnerabilities for your clients. All too often, advisors maintain a singular focus on a client’s wealth and fail to analyze their tax situation before making investment recommendations. We provide tools that help you find ways to strengthen your client’s financial situation holistically.
03 Investment smarts
Unbiased investment insights and solutions
Our mission to help you build your client’s long-term wealth is realized through our unbiased financial products and wide range of investment solutions. We employ our three-step investment strategy to help you navigate a complex financial landscape.
We have a strategic business alliance with one of the nation’s leading brokerage clearing institutions, National Financial Services LLC (“NFS”), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.