Financial Planning Services
When it comes to managing your business, you should trust planners who understand all of your finances. We offer personal, educated advice for business owners on everything from billing clients, to managing payroll, buy/sell agreements, succession planning and more. We’ll help you integrate your business plans with the rest of your financial future.
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.
