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Resources
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Would you like to speak to one of our representatives? Call Us At 310-677-9787
Our Specialized Services
Financial Services for Women
Women and men differ in what they want from their adviser. We understand what those differences are. Most women want their adviser to be concerned about all aspects of their lives, not just about their money.
Social Security Income Planning
Retirees looking for more income may discover a windfall by making a smart Social Security income election. The financial collapse of 2008 has resulted in historically low yields on fixed interest investments.
IRA/401K Distribution Planning
There are more mistakes made by advisors in the area of handling qualified money (IRA, 401K, 403B and 457 plans) than in any other area of the financial services arena.
Avantax affliated 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, including fee based asset management accounts held through NFS,LLC are offered through Avantax Advisors ServicesSM or Collins Financial Group. All other financial planning services are offered through Collins Financial Group. Collins Financial Group and Avantax Investment Services are not affiliated. Placing business through Avantax Insurance Agency CA Insurance #OB25259. The Avantax family of companies exclusively provide investment products and services through its representative. Although Avantax Wealth Management 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 accounting and tax professionals for specific information regarding your individual situation.
Avantax affliated 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, including fee based asset management accounts held through NFS,LLC are offered through Avantax Advisors ServicesSM or Collins Financial Group. All other financial planning services are offered through Collins Financial Group. Collins Financial Group and Avantax Investment Services are not affiliated. Placing business through Avantax Insurance Agency CA Insurance #OB25259. The Avantax family of companies exclusively provide investment products and services through its representative. Although Avantax Wealth Management 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 accounting and tax professionals for specific information regarding your individual situation.