Every day we strive to to be the best tax planning organization in this community. We value our relationships and treat it as a privilege to help you with these plans, issues and amazing life changing events. We strive to meet and exceed your expectations. We place your needs first with the knowledge that what is in your best interest is in ours as well. Areas of Specialty: Tax Planning, Real Estate Taxation, Cash Flow and Debt Management, Family Risk Management, Business Planning and Special Situations. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through Avantax Insurance Agency Please visit www.avantaxwealthmanagement.com/social_policy for more information. 