VIDEOS
IF YOU'RE LOOKING FOR SOMEONE TO MAKE THE WORLD OF FINANCIAL PLANNING SIMPLE AND EASY TO UNDERSTAND, PRESS PLAY.
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