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Finest Business Services

Finest Business ServicesFinest Business ServicesFinest Business Services
HOW WE HELP
Client Portfolio Login
Contact Us
Learn More
More
  • HOW WE HELP
  • Client Portfolio Login
  • Contact Us
  • Learn More

Finest Business Services

Finest Business ServicesFinest Business ServicesFinest Business Services
  • HOW WE HELP
  • Client Portfolio Login
  • Contact Us
  • Learn More

Complete Your Business.

Complete Your Business.Complete Your Business.Complete Your Business.

Build Assets, Manage Risk, Retain Talent.

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OUR SERVICES

Planning for Owners

Planning for Employees

Planning for Employees

We have years of experience helping business owners build their assets and plan for retirement. Ask us about:


  • Retirement Planning
  • Tax Deferral Strategies
  • Portfolio Management
  • Life and Disability Insurance
  • Pension Planning
  • Estate Planning and Equalization


Planning for Employees

Planning for Employees

Planning for Employees

Employee retention is a popular concern for our business owners. Ask us about:



  • 401(k) / Simple IRA Plans
  • Group Benefits (life, health, disability insurance)
  • Key Person Insurance
  • Split-Dollar Life Insurance Plans
  • Safe Harbor Planning / Executive Carve-Outs

Planning for Business

Planning for Employees

Planning for Business

Every business is different with unique needs. Ask us about:



  • Business Continuation Planning
  • Cross-Purchase Plans (Buy-Sell)
  • Entity Plans (Buy-Sell)
  • Key Person Insurance
  • Business Overhead Expense Insurance


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  Avantax affiliated financial professionals may only conduct business with residents of the states for which they are  properly registered. Please note that not all the investments and services mentioned are available in every state. The  Avantax family of companies exclusively provide investment products and services through its representatives.  Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered  through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. 3200  Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000  Although Avantax Wealth Management® 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 intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your  individual situation.  Content, links, and some material within this website may have been created by a third party for use by an Avantax  affiliated representative. This content is for educational and informational purposes only and does not represent the views  and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for  and does not control, adopt, or endorse any content contained on any third-party website. 

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