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.

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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.

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PLANNING YOU CAN UNDERSTAND

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

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STRATEGIES THAT MAKE A DIFFERENCE

Comprehensive advice generates financial options unique to your situation.

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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.

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