Based in Lubbock, TX. We work with you to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals.
We are a tax-focused full financial planning firm here to help you achieve your retirement goals Please visit https://avantax.com/about/legal-compliance-policies/social-media-policy for more information. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Please visit for more information.
03/20/2025
Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.
Building a Plan: Tax Strategies for Retirement Income Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |