CNC Financial Group
We provide premium, tax-optimized private wealth management services. We are not traditional financial advisors – we offer trusted advice that covers your entire financial picture.
It all begins with a holistic approach that’s based on our review of the personal financial planning needs that are unique to you or your family. It’s simple, really. The more we understand about your vision and goals, the better we can help you prioritize and realize meaningful progress. Our financial advisors collaborate with our tax and accounting professionals to create a fully integrated plan. This enables us to serve you no matter what life brings – from retirement, education, tax and estate planning, to debt reduction and investment advice. We also consult with small businesses looking to implement employee retirement plans.
Our firm’s combined technical knowledge of income taxes and investment strategies allows us to identify and implement appropriate tax-efficient solutions to assist you on your path to success, eliminate anxiety about money, and deliver on important promises you’ve made to your loved ones.
What Sets Us Apart?
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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.