Wealth Management at Topel Forman

Retirement Planning For Businesses

We combine our CPA expertise and the expertise of Avantax Planning Partners℠ to help you focus on growing your business while minimizing your involvement in plan administration. 

Ensuring your business retirement planning is running efficiently and effectively, our team focuses on you, your employees, and your business.

We create a custom plan tailed to maximize contributions and savings.

Individual participant support is tailored to meet your employees where they are financially, personally, and professionally.

The Avantax Planning Partners Investment Advisory Committee has fiduciary oversight of the plan’s investments.

Avantax utilizes a team that is dedicated to transition and enrollment to get your plan running.

Contact Our Team


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.

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