Avantax Planning Partners

As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For more information, please visit us at www.avantax.com Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.