The Core+ Financial Strategies mission is to create a custom tailored financial strategy for each individual client designed to maximize returns and minimize risk according to each client’s personal aspirations. We aim to accomplish this mission with independent, objective and unbiased advice. What should be obvious to clients is that we treat their money as we would our own. Core+ Financial Strategies is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Core+ Financial Strategies places nothing ahead of delivering top-notch, personal service to our clients. That’s why with Core+ Financial Strategies, you don’t have just one advisor, you have a Wealth Management Team that works together to develop, implement and monitor your roadmap to success. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠ Please visit www.avantaxwealthmanagement.com/social_policy for more information.