Comprehensive Financial Solutions
In order to develop thoughtful financial advice and guidance, we first explore what is most important to you. We then work with you to identify and prioritize your financial goals, create appropriate strategies and put them into action - all with a clear understanding of your risk tolerance, tax situation and related considerations.
Our methodology for ensuring that all potential financial issues are addressed in the planning process is called Method 10®. Method 10® refers to the 10 financial considerations that we could potentially address while crafting your unique financial plan.
Through our numerous conversations we identify the priority of disciplined strategies designed to help you achieve the goals that are the most important to you and your family.
These planning considerations are:
Method 10® is property of Avantax Wealth Management SM
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