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Submitted URL: http://avantax.com/
Effective URL: https://www.avantax.com/
Submission: On June 30 via manual from US — Scanned from DE

Form analysis 3 forms found in the DOM

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POST https://go.avantax.com/l/340441/2022-01-07/2ntmz91

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Text Content

 * 
 * Home
 * For Your Wealth & Planning
 * For Financial Pros, CPAs & Tax Pros
 * About
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 * For Your Wealth & Planning
 * Let's Get Started
 * Financial Planning
 * Wealth Management
 * Retirement Planning
 * Calculators

 * For Financial Pros, CPAs & Tax Pros
 * Overview
 * Tax Professionals & CPAs
 * Financial Pros
 * What Can Avantax® Do for You?

 * About
 * Our Company
 * Leadership
 * News
 * Articles
 * Social Hub
 * Legal & Compliance Policies

 * For Your Wealth & Planning
   * Let's Get Started
   * Financial Planning
   * Wealth Management
   * Retirement Planning
   * Calculators
 * For Financial Pros, CPAs & Tax Pros
   * Overview
   * Tax Professionals & CPAs
     * Affiliation & Licensing
     * Expertise & Products
     * Financial Planning
     * Support & Operations
   * Financial Pros
     * Affiliation
     * Expertise & Products
     * Financial Planning
     * Support & Operations
     * SigniFi Advisor Group
   * What Can Avantax® Do for You?
 * About
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Login
Want to keep more of your money?
Welcome to Avantax® Tax-Smart Investment Planning
You’re working hard for your future, but are you getting the most from your
efforts? Avantax may be able to help your money work harder by combining
comprehensive financial planning capabilities with strategies to help minimize
your tax burden. Whatever your dreams, we want you to keep more of your money.
Because it’s what you have at the end of the day, not what you make, that
defines true wealth.
Want to keep more of your money?
Welcome to Avantax® Tax-Smart Investment Planning
You’re working hard for your future, but are you getting the most from your
efforts? Avantax may be able to help your money work harder by combining
comprehensive financial planning capabilities with strategies to help minimize
your tax burden. Whatever your dreams, we want you to keep more of your money.
Because it’s what you have at the end of the day, not what you make, that
defines true wealth.
Want to keep more of your money?
Welcome to Avantax® Tax-Smart Investment Planning
You’re working hard for your future, but are you getting the most from your
efforts? Avantax may be able to help your money work harder by combining
comprehensive financial planning capabilities with strategies to help minimize
your tax burden. Whatever your dreams, we want you to keep more of your money.
Because it’s what you have at the end of the day, not what you make, that
defines true wealth.
Want to keep more of your money?
Welcome to Avantax® Tax-Smart Investment Planning
You’re working hard for your future, but are you getting the most from your
efforts? Avantax may be able to help your money work harder by combining
comprehensive financial planning capabilities with strategies to help minimize
your tax burden. Whatever your dreams, we want you to keep more of your money.
Because it’s what you have at the end of the day, not what you make, that
defines true wealth.
Want to keep more of your money?
Welcome to Avantax® Tax-Smart Investment Planning
You’re working hard for your future, but are you getting the most from your
efforts? Avantax may be able to help your money work harder by combining
comprehensive financial planning capabilities with strategies to help minimize
your tax burden. Whatever your dreams, we want you to keep more of your money.
Because it’s what you have at the end of the day, not what you make, that
defines true wealth.
‹›



FINANCIAL PLANNING BUILT AROUND YOU


ARE YOU CONSIDERING EVERYTHING?

Wouldn’t it be great to plan your financial future with all aspects considered?
Founded by a CPA in 1983, Avantax is a pioneer in tax-smart investing. Our
planning process includes a holistic analysis of every facet of your financial
plan, viewed through a tax-focused lens. Financial planning, wealth
management and retirement planning are all integral components to consider when
planning your goals with a tax-smart approach. Want to learn more about these
three areas?

Financial Planning
Wealth Management
Retirement Planning


LIKE A FAMILY

> "We are more than a company. We're a family, and we are dedicated to serving
> our clients with trust, hard work, and dedication. Your experience is of the
> utmost importance to us, and together we can help make your dreams, goals, and
> ambitions a reality."


TODD MACKAY, PRESIDENT




AVANTAX IS RANKED AS ONE OF THE TOP 10 INDEPENDENT BROKER-DEALER FIRMS.1

1Avantax ranks 10th in the IBD category in Cerulli's Top 25 B/D Networks by
Assets Under Management, 2020 – as of December 31, 2021


SMART IS GOOD. TAX-SMART IS BETTER.

We understand that managing your tax burden is an essential part of managing the
overall performance of your assets. Avantax Financial Professionals take a
holistic approach to review your investment strategy, business assets, possible
business insurance needs, and retirement goals. We help ensure your investments
are appropriately allocated, consider future expenses and how they’ll be
covered, plus the tax implications of your investment and distribution
decisions, including dividends and capital gains/losses.


CONTACT US


ARE YOU AN AVANTAX CLIENT WITH A QUESTION?

Your dedicated Avantax Financial Professional should be the first person you
speak with. If for some reason they are not reachable, we also offer a backup
customer support team that understands your needs and is available to answer
questions about your account.

Available Monday through Friday, 8:00 AM – 5:00 PM CST.

CALL US (888) 438-3781


PREPARE FOR YOUR FUTURE WITH A COMPLIMENTARY, NO-OBLIGATION FINANCIAL PLAN.

Taking steps to further your financial goals is easy. Simply complete the short
form below and a professional will connect with you.


I AM A:

Consumer
Financial Professional



State* Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware
District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas
Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi
Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York
North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South
Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West
Virginia Wisconsin Wyoming
Asset Range Under $100K $100K - $250K $250K - $500K $500K - $1M $1M - $2M $2M -
$5M $5M - $10M $10M - $25M $25M+ Prefer Not to Say


TELL US YOUR FINANCIAL GOALS:

Business Transition Strategies Education Funding Estate Planning
Financial Planning Insurance Planning Investment Management
Retirement Planning Tax Planning Other
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Dallas, TX 75019


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FOR YOUR WEALTH & PLANNING

 * Financial Planning
 * Wealth Management
 * Retirement Planning
 * Calculators

FOR FINANCIAL PROS, CPAS & TAX PROS

 * Tax Professionals & CPAs
 * Financial Pros
 * What Can Avantax® Do for You?

ABOUT AVANTAX®

 * Leadership
 * News
 * Articles
 * Social Hub
 * Legal & Compliance Policies

CAREERS

BLUCORA

DISCLOSURES

Learn more about our firm's background and Financial Professionals on FINRA's
BrokerCheck.

Avantax Wealth Management® is the holding company for the group of companies
providing financial services under the Avantax® name. Securities offered through
Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services
offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM.
Insurance services offered through licensed agents of Avantax Insurance
AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners. 3200
Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.