Wealth Management at Topel Forman

Advanced Planning

As your trusted CPAs, we work with Avantax Planning Partners℠ to develop a plan specific to you. Our teams will cover all planning areas, including investments, retirement, estate, tax, and insurance. 

Utilizing a comprehensive planning process, we will create a plan that works for you to protect your assets. 

Asses: We begin by looking at your financial documents

Analyze: We will develop a model that includes long-term planning for needs that life might throw at you. 

Establish: We establish a strategy based on your goals

You will have access to view your balance, reports, and documents. 

 

Contact Our Team

 

Avantax Planning Partners

 

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.