At SME, we have the privilege of being one of the oldest and largest accounting firms in the greater Augusta region. We are proud to say we’ve built trust through tradition; we are incredibly passionate about helping our clients and community; and we take a team approach to your financial security and peace of mind.
As a solution-focused, full-service tax, accounting, and auditing firm, we are excited to announce we have added financial planning, wealth management services, and retirement plan solutions to our list of services.
Through our strategic partner, Avantax Planning PartnersSM, we are now able to holistically pair our tax expertise with the financial planning professionals of Avantax Planning PartnersSM. This means before making financial decisions, as a team we can fully explore and understand the impact of each decision from both a long-term financial plan and tax lens.
The planning tool, known as GPS – which stands for Guidance, Planning, Strategies – visually lays out a long-term financial plan, looking at all the impacts of financial decisions, such as investing in your 401(k), selling a business, donating to charities, or how plans for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan.
Avantax Planning PartnersSM is a nationally-known registered investment advisor (RIA) for private clients of their affiliated CPA firms. Avantax Planning PartnersSM is:
- Recognized in the industry as a Top 100 RIA in the country by Financial Advisor (FA) Magazine1;
- Included in Accounting Today’s Wealth Magnets Billion Dollar Club2; and,
- Has over $4.1 billion in assets under management3.
We believe the addition of these services fit right in line with our ongoing promise to you: your financial security and peace of mind delivered by the people you know and trust. We look forward to sharing more about GPS and our integrated approach to wealth management next time we connect.
1 FA Magazine dated 07/2020
2 Accounting Today dated 07/2020
3 ‘Regulatory’ assets under management (as reported on HKFS 12/31/2019 Form ADV Part 1A filing) at $4.1 billion
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to SME CPAs. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.