A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER™. We will act as your Personal CFO (Chief Financial Officer) and make sure you're planning is SOLID. By combining experts in tax, retirement planning, and insurance we'll ensure that mistakes aren't made and opportunities missed because your advisers simply aren't communicating. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment Advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency.