FINANCIAL SERVICES

What We Do

Tax Planning

Tax Planning

We stay up-to-date on ever-changing tax laws and legislation, so you don’t have to. It’s our standard practice to explore every option for reducing your tax liabilities and ensure you’re taking advantage of all available benefits.  

Retirement

Retirement

We identify your expenses, income, and dreams for retirement, and assemble a plan to stretch resources throughout—and even beyond—your lifetime. We always have a goal of limiting the taxability of your retirement funds as well.

Investment

Investment Planning

We research, design, build, and manage an investment portfolio with your personal risk tolerance in mind that’s focused on the long game of your financial goals versus quick wins.

Education

Education

Education expenses can be a significant part of your household budget, and with the growing cost of college tuition, we can identify tax-efficient ways to save and offer advice for the best ways to fund future learning.

Insurance

Insurance

Our team is trained and licensed to review existing policies, identify gaps in coverage, secure unbiased quotes from multiple insurance carriers, and make recommendations on policies that best fit your needs.

Income

Income Protection

Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

Business

Business Planning

We provide services in business budgeting, cash flow analysis, establishing company 401(k) plans, and more that can maximize tax savings and help your business be as efficient and profitable as possible.

Estate

Estate Planning

We work with your attorney to establish tax-efficient estate plans for the future of your estate and ensure your assets and loved ones are cared for according to your wishes.

Tax-Smart

Tax-Smart Investing

The Avantax 8-Point Tax Smart Framework Just as our firm is powered by Avantax, Avantax is powered by Tax-Smart InvestingTM (TSI). This proprietary technology is designed to uncover potential tax savings and wealth management strategies for you - all in a fraction of the time it would take manually. The TSI technology helps our firm maintain a critical tax focus on your financial planning strategies and investment decisions. 

Unique

Unique Situations

A holistic financial plan should allow room for special situations that are both unpleasant, like an unexpected health expense, or a happy surprise, like a wedding. Our goal is to help you be prepared for all of life’s ups and downs

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

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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.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors 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 ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with CNC Financial Group, LLC.

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