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What We Do

What We Do

Our approach to wealth management is long-term, comprehensive, unbiased and active. As you go through life’s milestones, our team of financial advisors and CPAs will be here to help design custom solutions to help you reach your goals and overcome any challenges. We strive to ease any stress about financial planning and turn overwhelming situations into opportunities with plans ready for action.

Tax Planning

By leveraging our tax and financial advisory experience, AVZ Wealth Management will help ensure your financial plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more in taxes than you should, and looking for ways to reduce current and future tax burdens. We understand the impact of each financial decision.

Retirement

Whatever your vision of retirement is, diligent and ongoing planning is necessary for your retirement to live up to your expectations. AVZ Wealth Management will help you make the most of your employer-sponsored plans, IRAs and other retirement to help sustain your income during the time when you reward yourself for years of hard work.

Investment Planning

Many people find the investment planning process to be intimidating, and will often not review their investment strategy as often as their lives change. AVZ Wealth Management will continually determine your asset allocation needs and risk tolerance through a comprehensive analysis of your current situation and your ideal vision for the future.

Education

As education costs continue to rise, the importance of planning for the expense is becoming more and more critical. Whether you’re planning an education for yourself, children, grandchildren or others, it is important to regularly review your specific goals and prepare for the cost with your lifestyle preferences in mind.

Insurance

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. When was the last time you reviewed your plan, and does it take into account recent life events? We offer life, disability and long-term care insurance solutions, as well as fixed and variable annuities. Let us build a strategy designed to help protect your lifestyle and your family, who may be dependent on your income.

Income Protection

Asset and income protection strategies are created to shield assets from illness, taxation and frivolous claims from third parties. Successfully planning for these potential events is critical, considering the effect they can have on your overall plan and goals.

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when they retire. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, AVZ Wealth Management offers comprehensive support for your complex business planning needs.

Estate Planning

We understand that defining your legacy is one of the most difficult and emotional components of your financial plan. Successfully planning the transfer of your wealth is important to fulfilling that legacy. AVZ Wealth Management will work to minimize income and estate taxes and help maximize the financial opportunities you provide to those who matter most. Our goal is to help you leave behind the legacy you desire.

Special Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events, whether planned or unexpected, can affect your estate plan and investment strategies. AVZ Wealth Management will guide you through these situations to help ensure you’re thoroughly prepared.

Avantax affiliated advisors 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 ServicesSM, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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