Financial Review Checklist

Search…

Have a question? Fill in the form below and we'll get back to you as soon as possible!

Your Name (required)

Your Email (required)

Subject

Your Message

Avantax affiliated Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services^SM, Insurance services offered through an Avantax affiliated insurance agency. 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 Management^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

Avantax Investment Services^SM and Avantax Advisory Services^SM are not affiliated with Independent Tax & Financial Planners, P.C.

Advisors may only conduct business with residents of these states and offer services for which they are properly licensed.

You should consult a tax professional when applying any of these tax planning suggestions.

FINRA | SIPC | Check us out on BrokerCheck

Check us out on

Home
Who Are We
Worksheets
What’s New
Planning
Contact Us