SM<\/sup> to offer our clients an unmatched source of institutional knowledge and services.<\/p>\n\n\n\nAvantax has been offering tax-smart wealth management strategies to clients, including small business owners, for over 30 years and their holistic approach to both pre and after-tax solutions means that together we can help maximize assets and plan for a better financial future.<\/p>\n\n\n\n
Avantax Planning PartnersSM<\/sup> offers<\/p>\n\n\n\nInvestment strategies that aren\u2019t tied to your business<\/li> Guidance for converting assets to income<\/li> Insurance that safeguards you and your business<\/li> Employee retirement plans that also help you invest in your own retirement<\/li> Business valuation and succession planning to transition your business<\/li> Strategies for transferring wealth to heirs efficiently<\/li><\/ul>\n\n\n\nHow our partnership benefits you<\/h2>\n\n\n\n Your SME CPA and your Avantax financial planning consultant will work hand-in-hand to create one comprehensive plan to encompass all your financial needs so you can focus on your business with the confidence of knowing you have strategies in place to meet your unique financial objectives both now and in retirement.<\/p>\n\n\n\n
Ready to get started with a complimentary consultation between your SME and an Avantax? Contact your local SME CPA today and start planning for tomorrow.<\/p>\n\n\n\n
Investment advisory services are offered through Avantax Planning PartnersSM<\/sup>. Commission-based securities products are offered through Avantax Investment ServicesSM<\/sup>, 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. <\/strong>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. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"The wealth management needs of business owners are often a lot more complex than those of individuals. That\u2019s why we\u2019ve teamed up with Avantax Planning PartnersSM to offer a financial planning solution that helps you navigate the unique financial challenges of today\u2019s entrepreneurs. What is wealth management and why does it matter to business owners?…<\/p>\n","protected":false},"author":9,"featured_media":2273,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"\n
Wealth Management for Business Owners - SME CPA<\/title>\n \n \n \n \n \n \n \n \n \n \n \n \n\t \n\t \n\t \n \n \n\t \n\t \n\t \n