Services
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
Thoughtful Planning, Tax-Smart Strategies, Optimized Investments
Your Future — More Than You Think
Complex Problems, Simple Answers
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
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
wiedeman@wiedemanfinancial.com | 308-436-2188