Financial Planning Services
With a variety of life insurance options on the market, many clients come to us with a hodge-podge of competing plans and policies. That’s why our approach begins with a no-cost, comprehensive Life Insurance Audit to review your current plans and simplify to one policy that makes sense for you. There’s no obligation to get started. Just send us your policies to review, and we’ll come back to you with a way to get it done right.
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.
