Wealth Management at Topel Forman

 

Wealth Management 

 

 

A Tax-Smart Approach to Wealth Management

Your Topel Forman team is committed to supporting your financial goals and can help build a  customized wealth management strategy to help you achieve those goals. We have partnered with Avantax Planning Partners to offer a comprehensive approach to wealth management.

Utilizing the accounting expertise of Topel Forman and the wealth management and wealth planning experience of Avantax allows us to create a long-term plan when it comes to financial planning. The personalized process begins with understanding what is important to you and then we utilize our tax-focused perspective to develop a strategy that will help you reach your long-term financial goals.

ASSET MANAGEMENT

 

FINANCIAL PLANNING

 

ESTATE PLANNING

 

TAX SMART INVESTING

 

ADVANCED PLANNING

 

RETIREMENT PLANNING

FOR BUSINESSES

Advantages of Affiliating With Avantax

Collaboration between your wealth management team and CPA team provides a comprehensive picture of your financial situation. Financial planning consultants are able to provide unique recommendations to you while your CPA is able to identify tax consequences of these recommendations. Utilizing an interactive planning program and process called Guidance Planning Strategies we are able to review and design a custom plan to give you a roadmap toward your financial future. Avantax Planning Partners Investment Advisory Committee provides oversight to all investment allocations.

Talk To An Advisor

Dustin Mendenhall

Financial Planning Consultant

Dustin Mendenhall is a financial planning consultant for Avantax Planning
Partners℠. In collaboration with a client’s CPA, Dustin provides integrated
planning and investment strategies for growing and protecting individuals
and business clients’ wealth. He designs personalized wealth management
solutions by integrating estate planning, risk management, and retirement
planning. Additionally, he supports business owners by reviewing their company
retirement plans and optimizing for tax efficiency and helps with business
transition strategies. His focus is based on each client’s unique objectives and
priorities.

Dustin is a licensed life, annuity, accident and health insurance agent.

CREDENTIALS
Series 66 advisory license
EDUCATION
B.S. in sports management, Indiana University, Bloomington, Ind.

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Topel Forman.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® 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 specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Check the background of your financial professional on FINRA’s BrokerCheck.