The CPAs at Creason-Edwards & Cimarolli (CEC) envisioned a reality where our clients receive competent assistance identifying wealth management needs and objectives that are then acted upon with tax-efficient solutions. Such a reality requires: ~ Solutions selected independently from the marketplace to meet the client's specific needs and objectives ~ Solutions implemented with full consideration of the tax implications in coordination with the client's overall tax management plan. ~ Advisors and solution providers who possess the technical competence and intellectual integrity to design and implement sound solutions. It is said the best way to assure the reality you desire is to create it yourself. That is where CEC comes in. We offer a suite of services and customized solutions that cover the entire spectrum of wealth management issues; including; ~ Fee-based asset management solutions ~ Individual retirement accounts (Traditional IRAs, IRA Rollovers & ROTH IRAs) ~ Employer- sponsored retirement accounts ~ Education plans including 529 college savings plans ~ Fixed income strategies ~ Retirement income strategies ~ Wealth transfer and estate planning ~ Business planning for business continuation and succession ~ Risk management (life, disability and long-term care insurance) Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org and 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