Connecting tax advice to wealth management.
How can Welgaard and Avantax Planning PartnersSM help you?
Tax analysis - You will receive a comprehensive view of your financial plan, incorporating taxes, investments, insurance, retirement and estate. Most investments and life insurance policies have tax aspects your CPA is familiar with and can integrate into your plan.
Investment & Insurance Review – An independent and objective investment and insurance review ensures an experienced team is looking at the whole picture, rather than piece by piece.
Free Services - Investment and risk management reviews are conducted at no charge.
Savings - Investment and risk management reviews can uncover savings opportunities that are often significant.
Financial Profile – Your CPA and Avantax financial advisor will team up to provide you with advice consistent with your financial situation and tax plan. After developing a plan, our ongoing assistance helps keep you on track with your goals.
Confidence - Knowing experienced CPAs and advisors are working collectively in your favor assures you that your financial goals and dreams are obtainable.
*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Welgaard CPAs & Advisors.