Investment Services

read moreInvestment Services is a comprehensive financial service firm committed to helping our clients improve their long-term financial success. Investment Services is available to help you determine your financial goals and invest for your potential financial well being.

read moreAvantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success. Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with over 4,500 independent financial professionals entrusted with more than $67 billion in client assets.*

read moreTo ensure that your financial plan aligns with your objectives, we start with your goals and work backwards. We plan with you for the long haul by understanding your priorities and establishing your financial objectives. Based on your input, we employ a 5-step process through a Tax-Smart lens that is focused on helping to deliver the financial outcome you desire.

read moreManage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

read moreOur glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.

read moreWhat Does it Mean for you? The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes.