The Avantax Proprietary 8-Point Tax-Smart Framework

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.

 

CAREFUL CONSIDERATION OF TODAY & TOMORROW

Cash Flow & Debt Management

Your Avantax Wealth ManagementSM financial professional works with you to provide 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.

Retirement & Distribution 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 having them last beyond your lifetime.

 

THOUGHTFUL PLANNING, TAX-SMART STRATEGIES, OPTIMIZED INVESTMENTS

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.

Family Risk Management

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

 

YOUR FUTURE — MORE THAN YOU THINK

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.

Legacy Planning

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

 

COMPLEX PROBLEMS, SIMPLE ANSWERS

Business Planning

Avantax Wealth Managementsm 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.

Special Situations

With funds set aside for special 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.

 

To take advantage of our Tax-Smart approach to wealth management, call or email your Financial Professional today.

The TSI products and all materials, tools, features, and functionality therein are the property of Tax-Smart Research, LLC or its parent, affiliates, or subsidiaries. All rights reserved. Avantax Wealth ManagementSM is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through licensed agents of Avantax Insurance ServicesSM and Avantax Insurance AgencySM. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000. The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Whether any planned tax result is realized depends on the specific facts of the client’s situation at the time their taxes are prepared. Tax-Smart Research LLC © 2020