We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
She graduated with a Bachelor of Science in Accounting from The University of Houston - Clear Lake in 1984, and became a CPA in 1987. Mandy has worked in accounting and. Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College.
She graduated with a Bachelor of Science in Accounting from The University of Houston - Clear Lake in 1984, and became a CPA in 1987. Mandy has worked in accounting and. Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College.
Services
For financial planning*, we will walk you through a step-by-step process to identify your goals and personalize appropriate strategies to suit your vision and objectives. We help you execute sound financial practices that will help you feel confident in your decisions. To do this we address the 8 Wealth Management Issues that our research has identified as most important to our clients.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews (1)
Kay Holt
Oct 10, 2016
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