Financial Planning Services
Stocks. Bonds. Mutual funds. Real estate investment trusts. The world of investments is crowded with options, and as an independent planner, we can help you create a custom plan that works toward your goals. Whether you’re a conservative or an aggressive investor, we’ll help you make wise decisions. Every time.
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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.
