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Smart Year-End Financial Moves
As we approach the end of the year (Finally…Be gone 2020!) we should once again revisit some wise things to do before the calendar flips. Once it is January, we can’t do anything about it, so it may be a good time to review with your financial advisor and/or tax advisor now. When you are […]
Questions To Ask When Engaging A Financial Advisor
So, you think that you would like to hire a Financial Advisor? Just knowing that you could use some help accomplishing your goals is a great start. Are you leaving a job either by choice (such as retirement), or not by choice (such as a downsizing or an early retirement package offer), and are wondering […]
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Recent Articles
Investment advisory services offered through Avantax Advisory ServicesSM.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092
Investment advisory services offered through Avantax Advisory ServicesSM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services offered through Avantax Advisory ServicesSM.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092