When we say that “We understand the financial world so you don’t have to,” we mean that our expertise across tax planning and preparation, accounting, and investment services is translated in every conversation with our clients. We see ourselves as your partner in finding financial wellness, and our guidance yields positive results and productive relationships with a variety of individuals. Our multi-generational family business not only leverages our deep industry knowledge, but also our understanding of the various life stages in our clients’ lives. We pride ourselves in being able to ask about your kids’ recent milestones or your last vacation, because we get to know our clients on a personal level. We are truly passionate about our your financial well being, and our specialized service offerings are built for people of all ages who simply want to design a lasting legacy with their resources. 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 an Avantax affiliated Insurance agency. Please visit www. Avantaxwealthmanagement.com/social_policy for more information