Family at a Beach
GUIDANCE PLANNING STRATEGIES
Financial planning
for your long-term goals

AVANTAX

Planning
Partners

At Think & Profit Consulting my services are centered around Financial Solutions; and Tax Preparation Service is at the heart of effective financial planning. As a Tax Professional, I have partnered with Avantax Planning Partners to offer a convenient one stop financial services hub to help you meet your financial goals.  Our time-tested solutions and network referrals within our family of services have been satisfying clients since 2013.

ABOUT AVANTAX PLANNING PARTNERS

 

HOLISTIC APPROACH

Avantax Planning Partners offers a comprehensive approach to wealth management and financial planning using a proprietary system called Guidance Planning Strategies (GPS).

 

AVANTAX PLANNING PARTNERS ADVANTAGE
Avantax Planning Partners collaborates with your trusted "Tax Professional" to provide a holistic approach to your wealth management needs. Avantax Planning Partners has been recognized in industry rating for its wealth management services including:

  • 2020 Accounting Today’s Top Firms by AUM2

  • 2020 Financial Advisor Magazine RIA Ranking3

 

GUIDANCE YOU CAN TRUST 

To experience a holistic approach to planning, coordinating tax considerations
with your "Tax Professional" is essential.

PLANNING YOU CAN UNDERSTAND

Navigating your destination points and making adjustments as needed provides clarity for your journey.

STRATEGIES THAT MAKE A DIFFERENCE

Comprehensive advice generates financial options unique to your situation.

1 Survey from ORC International Partners and Certified Financial Planning™ board, 12/2014
2 Accounting Today, Top Firms by AUM, June 2020 - ranked number 8 with $4,052,385,016 in AUM
3 Financial Advisory Magazine, RIA Survey and Rankings, August 2020- ranked number 92 with $4,052,380,000 in AUM.