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Systematically helping clients pursue their dreams

Using a goals-based strategy creates alignment between a client’s goals and financial situation. This approach helps ensure that they are putting their money in the appropriate places and inspires motivation.

8 wealth management issues

Forward thinking for life’s biggest financial concerns

Avantax Financial Advisors are committed to helping their clients make the most of their money and avoid common financial pitfalls. To guide those conversations, we created a solid framework that addresses eight of life’s most common wealth management issues.

01

Investment management

In today’s investment environment, it is easy for clients to be overwhelmed by an overabundance of information without individualized guidance. When everyone has their own unique financial situation, a “one size fits all” investment plan can be detrimental. As an Avantax Financial Advisor, you have the opportunity to help your clients thoroughly assess their entire portfolio before working to build a long-term investment strategy, diversifying their assets* and even dealing with tax implications.

02

Cash flow & debt management

It’s common knowledge that one should spend less than he or she earns, but unfortunately it’s not always put into practice. As an Avantax Financial Advisor, you can help your clients evaluate their current and future sources of income, become more strategic with their monthly budgets and set aside some cash for emergencies.

03

Family risk management

A key part of planning for the future is helping your clients protect their retirement savings and their ability to earn income. Many Avantax Financial Advisors can provide insurance products that help protect clients through unforeseen events.

04

Retirement planning

Life expectancies are increasing and pension plans are disappearing. As an Avantax Financial Advisor, you have the opportunity to help your clients generate a clear vision of what they want from retirement – and establish a financial strategy that can help them get there.

05

Education planning

Education planning choices can be confusing and convoluted. As an Avantax Financial Advisor, you have the ability to guide them through this process and help them understand the implications of how their savings will affect their child’s ability to qualify for financial aid and how their income, gift and estate tax situation will play into it.

06

Estate planning

A well-crafted estate plan ensures that your clients’ wishes will be honored– even after they’re gone. As an Avantax Financial Advisor, you can help your clients avoid the tragic (yet common) mistake of putting off estate planning until it’s too late.

07

Business planning

If you have clients who run a business, it’s likely they also need assistance in dealing with other vital issues- employee benefits, business financial goals and risk management. By adding financial services to your practice with Avantax Wealth Management, you will be able to give input that helps your clients protect their family, their business and their future.

08

Special situations planning

Throughout your clients’ lives, as they pursue long-term goals, unexpected financial needs will arise. Whether it’s planning for a wedding, taking a spontaneous vacation, buying a second home or an unforeseen event- clients will have big financial decisions to make. As an Avantax Financial Advisor, you have the ability to ensure that your clients are well equipped to adjust their financial plan without jeopardizing their long-term goals.

This firm has a unique culture in that advisors truly care about each other and they're willing to tell their story to help somebody else. I take a lot of pride in that.

KYLE B. - OKLAHOMA CITY, OK

* Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.