Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular 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.

 

Website Design For Financial Services Professionals | Copyright 2025 AdvisorWebsites.com. All rights reserved