Investment Avantax Seasonal Planning | Nick Vantine Company

Goal Tracking

  • Financial position update
  • Projected cash flow
  • Progress reports
  • Life changes and assumptions
  • Reaffirm priorities
  • Revisit prior recommendations
  • Executive compensation analysis

Asset Allocation

  • Complete portfolio rebalancing/re-optimizing
  • Asset allocation design
  • Risk/suitability analysis
  • 401(k)/403(b) guidance
Investment Avantax Seasonal Planning | Nick Vantine Company
Investment Avantax Seasonal Planning | Nick Vantine Company

Family Security and Cash Flow

  • Cash flow revisited
  • Annual insurance review
  • Estate planning strategies
  • Employee benefits

Tax Planning

  • Tax information gathering
  • Coordination with tax professional
  • Tax summary letter
  • Year end strategy
  • Long-term planning strategies
Investment Avantax Seasonal Planning | Nick Vantine Company

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 AgencySM and Avantax Insurance ServicesSM.