Wealth Management Services

With the help of our strong back office support at  Avantax Wealth ManagementSM, we offer a variety of services to balance the 8 Wealth Management Issues that are most important to our clients and their families. Each of these issues is interrelated and acts like a balancing scale, meaning an adjustment to one issue affects the others.  Please consider the services we provide below and determine your specific needs:

Investments* - 

  • Advisory Services

  • Bonds

  • Common Stock

  • Traditional& Roth IRA's

  • SEP & SIMPLE IRA's

  • Brokerage Accounts

  • Treasury Bills, Notes & Government Securities

  • Variable Annuities

Financial Services - 

  • Retirement Plans*

  • Tax Plans

  • 401(k) & 403(b) Plans*

  • College Savings Plans*

  • Estate Plans

  • Money Purchase Plans*

  • Profit Sharing Plans*

Insurance Services - 

  • Disability Income Insurance

  • Term & Permanent Life Insurance

  • Long-Term Care Insurance

  • Key Man Life Insurance & Group Insurance

SEE MORE ABOUT OUR FINANCIAL PLANNING PROCESS