Financial Planning Services
Whether you’re considering a retirement plan for the first time or putting your plan into action, we can help with any stage of the process. We’ll take fear and confusion out of the equation by sitting down with you to learn your situation, answer questions and find what works best for you with all of your finances in mind.
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Let’s meet. To learn more or schedule a consultation, contact our office: 260 484-0653
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investments Services(SM), Member FINRA,SIPC. Investment Advisory Services offered through Avantax Advisory Services(SM). Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not indented as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
