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.
*Tax and accounting services are provided by Welgaard CPAs & Advisors. Securities are offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Investment advisory services are offered through Cetera Planning Partners, an SEC-registered investment adviser. Welgaard is registered with Cetera Planning Partners and Cetera Wealth Services, LLC in a limited capacity. Cetera entities are not affiliated with Welgaard CPAs & Advisors.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.