Avantax Planning Partners℠, a distinctive community within Cetera Holdings, offers comprehensive services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., a member of FINRA and SIPC. Specifically designed for collaboration with CPA firms, Avantax Planning Partners delivers holistic financial planning and advisory services to both individual consumers and small businesses.
Leveraging the innovative Guidance Planning Strategies tool, Avantax Planning Partners excels at creating clear, long-term financial roadmaps. This powerful tool visually illustrates the potential impact of various financial decisions on a client’s overall financial well-being. Through this proven methodology, Avantax Planning Partners and partnering CPA firms empower clients to actively pursue their financial aspirations. These strategies encompass a broad spectrum of crucial areas, including asset management, estate planning, retirement planning, tax planning, and risk management.
The collective strength of Avantax is evident in its substantial assets, managing $92.8 billion in total client assets as of December 31, 2023. To discover more about how Avantax Planning Partners can help elevate your clients’ financial futures and explore partnership opportunities, please visit www.avantax.com.
Securities are offered through Avantax Investment Services℠, Member FINRA (www.finra.org) and SIPC (www.sipc.org). Investment advisory services are provided by Avantax Planning Partners℠. Insurance services are offered via licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. Our headquarters are located at 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, and we can be reached at 972-870-6000. For additional information, please refer to Avantax.com/social_policy. It’s important to note that Avantax exclusively offers financial products and services and does not directly provide or oversee tax or accounting services. However, our affiliated Financial Professionals may offer these services through their independent businesses, which are not registered investment advisers.
