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8 - Point Tax Smart Framework

Our Framework

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why we utilize an 8-Point Tax-Smart Framework for wealth management to give you a unique advantage in your planning, maximize your financial potential, and keep more of what is yours. 

8-Point Tax-Smart Framework 

8-Point Tax-Smart Framework 

1. Cash Flow, Taxes & Debt Management

Avantax Wealth Management provides a holistic view of your finances and establishes a plan designed to allocate a greater portion of your earnings towards goals.

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2. Distribution & Retirement Planning

We work with you to help meet retirement goals while limiting the taxability of your retirement finds. 

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3. Investment Planning

Our goal is to allocate investments appropriately and efficiently to minimize annual tax consequences — thus helping you to keep more of what is yours.

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4. Family Risk Management

Family Risk Management helps you ensure those you love are cared for. We help you secure your account benefits using specialized products with specific tax advantages.

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5. Education Planning

We will guide you through a process of investing in the future of your children and grandchildren with the use of tax-advantaged investment vehicles such as 529 plans and life insurance.

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6. Legacy Planning

We create a master plan using a carefully designed process to help minimize potential taxes, thereby maximizing your legacy.

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7. Business Planning

Avantax Wealth Management helps you take into consideration all the possible tax implications of a legal entity, such as business structure, retirement plans, compensation, business insurance, and other issues.

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8. Special Situations

With funds set aside for life events, such as a wedding or vacation property, there are often tax considerations that we help you prepare for so your money goes as far as you need.

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