Avantax
About
Our Mission is to never be afraid to challenge conventional wisdom and always have our client’s best interests at the core of what we do, no matter how small or large, simple or complex their situation may be.
Coordinated tax and financial planning is at the heart of every recommendation and decision. Having a coordinated approach allows me to know we are always working in the best interest of our clients.
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Frequently asked questions
What is your typical process for working with a new customer?
Initially we meet virtually or in person and mostly listen. Conversation can last 10 minutes to an hour or more. The goal is the help you determine if we can help you and give you the information you need to decide if you want our help. No cost for this time as we are both in a informal engagement. Once the work is identified on what we will be doing we use a formal engagement agreement that sets the work and fees we will charge. It may be a flat fee or investment management fee or hourly.
What education and/or training do you have that relates to your work?
Finance degree and CFP certification. 23 years in private practice 12 as a CFP.