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

 

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

Avantax Wealth Management^SM is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM and Avantax Insurance Services^SM.