At HCJ CPAs & Advisors, we believe that comprehensive financial planning is essential to long-term success. That’s why we’re proud to partner with Avantax, a trusted leader in tax-focused financial services. Through this strategic partnership, we’re able to offer our clients access to personalized wealth management solutions that align with their financial goals and tax strategies. Whether you’re planning for retirement, managing investments, or building generational wealth, our collaboration with Avantax helps ensure your financial decisions are backed by the strength of both trusted tax advisors and experienced financial professionals.
Power of Partnership
We understand the significance of aligning your unique financial goals with a tax-intelligent financial plan. Through our partnership with Avantax Planning Partners, we are able to accomplish just that. By merging your individual tax circumstances and financial plan, we can examine the big picture to make better-informed financial choices. Our partnership is founded on our commitment to delivering comprehensive financial planning guidance with a focus on tax. Collaboratively, we can create a personalized, tax-intelligent financial plan to help in pursuing your financial goals.
Avantax Provides Financial Planning Strategies Through a Tax-Focused Lens
1. Tax-Focused Investment Strategies
2. Retirement Planning and Withdrawal Strategies
3. Family Risk Management
4. Business Planning
5. Legacy Planning
6. Education Planning
7. Cash Flow Management
WHO IS AVANTAX?
Over 40 years ago, Avantax was established with the conviction that adopting a comprehensive, tax-intelligent approach to financial planning can lead to sounder financial choices and investment outcomes.
WHY PARTNER WITH AVANTAX?
Effectively managing your tax burden is crucial to the overall performance of your assets. Avantax adopts a comprehensive approach to examine your investment strategy, business assets, potential insurance requirements and retirement objectives. Together, we strive in pursuing that your investments are properly allocated for today’s environment, while also taking into account future expenses, how they will be funded and the tax consequences
of your investment and distribution choices.
TAKE THE NEXT STEP
Learn about the benefits and significance of incorporating tax planning into your financial plan. Contact us to schedule a complimentary, no-obligation appointment today and explore how a tax-intelligent financial plan can influence the achievement of your financial goals.
Investment advisory services are offered through Avantax Planning Partners℠, a registered investment adviser. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000. The Avantax entities are independent of and unrelated to HCJ CPAs and Advisors.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by The Growth Partnership 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 or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.