Method 10®
We call it Method 10®. And it’s geared toward one purpose: your long-term success
By systematically addressing the following 10 key financial issues, you and your financial Advisor can implement comprehensive financial solutions.
Method 10® is the property of Avantax Wealth Managementsm 2020. All Rights Reserved.
Investment Planning
How can you make the money you have work for you?
Tax Planning
Paying taxes is a certainty, but we help ensure it won’t obliterate your finances.
Income Protection
Safeguarding your hard-earned money from common pitfalls.
Retirement Planning
Making sure you’re set when the time comes.
Business Planning
Keeping an eye on the future of your business.
Estate Planning
What happens to your wealth after you’re gone?
Insurance
Protecting your finances from the unexpected, like death or disability
Education Planning
Preparing for the rising cost of college for your loved ones.
Debt Management
Maintaining efficient credit oversight.
Specialized Situations
Asking those difficult “What if?” questions.
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