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How Do Taxes Figure into Your Financial Plans?

How Do Taxes Figure into Your Financial Plans?

We believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.

With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.

Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.

We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.

 

Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

[rep_phone] | [rep_email]

 

*SOURCE: Russell Investments “2019 Value of an Advisor Study - US"; First used April 2019.
1SOURCE: USA Today “A Foolish Take: How Much Does The Average American Pay In Taxes?” October 7, 2017

 

 

 

 

How Do Taxes Figure into Your Financial Plans?


We believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

  • A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.
  • With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.
  • Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.
  • We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.


Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

[rep_phone] | [rep_email]

Tax-Smart vs Traditional Portfolio

*SOURCE: Russell Investments “2019 Value of an Advisor Study - US"; First used April 2019.
1SOURCE: USA Today “A Foolish Take: How Much Does The Average American Pay In Taxes?” October 7, 2017

How Do Taxes Figure into Your Financial Plans?


We believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

  • A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.
  • With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.
  • Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.
  • We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.


Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

[rep_phone] | [rep_email]

Tax-Smart vs Traditional Portfolio

*SOURCE: Russell Investments “2019 Value of an Advisor Study - US"; First used April 2019.
1SOURCE: USA Today “A Foolish Take: How Much Does The Average American Pay In Taxes?” October 7, 2017

How Do Taxes Figure into Your Financial Plans


We believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

  • A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.
  • With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.
  • Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.
  • We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.


Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

[rep_phone] | [rep_email]

Tax-Smart vs Traditional Portfolio

*SOURCE: Russell Investments “2019 Value of an Advisor Study - US"; First used April 2019.
1SOURCE: USA Today “A Foolish Take: How Much Does The Average American Pay In Taxes?” October 7, 2017

 

How Do Taxes Figure into Your Financial Plans


We TOTALLY believe that the average investor gives up unnecessary returns without a customized plan aimed at reducing their annual tax bill.

  • A Tax-Smart portfolio has the potential to deliver a 43% better return over a 25-year period*.
  • With Tax-Smart Investing™ (TSI), we focus on after-tax outcomes by working with clients to invest and plan for their goals in a tax-conscious manner.
  • Traditional advisors focus on maximizing pre-tax returns, but they miss a big part of the picture: The average American pays $10,489 annually in income taxes1.
  • We utilize an 8-Point Tax-Smart Framework for wealth management to help you maximize your financial potential.


Keep more of what is yours!

To see how our Tax-Smart Investing approach is dedicated to helping you keep more of what you have worked so hard for, schedule an appointment with your Avantax financial professional today.

[rep_phone] | [rep_email]

Tax-Smart vs Traditional Portfolio

*SOURCE: Russell Investments “2019 Value of an Advisor Study - US"; First used April 2019.
1SOURCE: USA Today “A Foolish Take: How Much Does The Average American Pay In Taxes?” October 7, 2017