Risk Management Solutions

As an integral part of a comprehensive financial plan, insurance solutions address many individual and business needs.

Whether it is for business, retirement or estate planning, a comprehensive financial plan should include risk management solutions. However, insurance and annuity products can be complex and their features change frequently.

Through support, advice and implementation strategies such as product selection, comparisons, financial and medical underwriting, policy illustrations and quotes, Avantax Wealth Management supports affiliate financial advisors in providing their clients with the optimal solution to protect themselves, their family and their business.


Wealth Management Consulting Group

The Wealth Management Consulting group is a robust resource that partners with financial advisors to deliver tax-optimized solutions through proven capabilities that serve the complex needs of their clients. The group leverages its expertise and professional advice experience to provide excellent customer service, substantive analysis and sales support that empowers partner firms to grow.