Topel Forman News

Topel Forman has partnered with Avantax Planning Partners℠ to provide clients with comprehensive tax-focused financial planning and wealth management services. Avantax Planning Partners℠, an employee-based RIA and wealth management business, will provide our clients with a turnkey financial planning and wealth management model.

Topel Forman selected Avantax due to its proven track record of working with accounting firms and the firms’ similar cultures. The partnership will enhance our client relationships by offering holistic planning to clients. Our partnership with Avantax Planning Partners℠ allows us to seamlessly integrate long-term financial planning, wealth management, and retirement planning into a comprehensive, tax-smart approach. We aim to help you achieve your financial goals while minimizing your tax liability and ensuring that your financial plan is aligned with your tax strategy.

See the full press release here: https://www.avantax.com/about/news/public-accounting-firm-topel-forman-affiliates-with-avantax-planning-partners-for-wealth-management-and-financial-planning-services

 

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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, LLC. 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.

If you have questions, please reach out to your Topel Forman contact.

 

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