Our Vision "Creating Abundant Lives by helping others continually work towards their financial dreams" Our Mission To help our clients become financially independent, by enabling them to plan and control their financial futures. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.