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.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC,. Investment advisory services are offered through Avantax Investment Services℠. Insurance services offered through an Avantax-affiliated insurance agency.
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.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Retirement plan withdrawals may be subject to taxation and penalties when withdrawn early. Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is not a guarantee of future results.
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.
Content, links, and some material within this website may have been created by an Avantax-affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
Financial Partners LLC and Avantax are not affiliated.
© 2025 Michael T. Makaila, CPA, Financial Advisor