Core Financial Resources
All financial strategies are incomplete without a sound tax strategy. After all, it’s not about how much you make, but how much you keep.
Entrepreneurship has unique challenges and opportunities. Meeting filing deadlines and collecting the right amount of tax is only the beginning. It doesn’t take long before you begin to wonder how to use loopholes and incentives to your advantage.
Simplify your financial responsibilities with our technology, automation, and concierge-level customer service.
Outsource your accounting department. We’ll handle payroll, cash management, billpay, and tax with a team of experts.
Take advantage of dozens of creative tax strategies we’ve crafted for business owners like you.
Make better decisions with financial reports & advice that provide insight, not just data.
Most people have too many advisors that never talk to each other. They have an attorney, accountant, financial planner, insurance agent, friends, a rich uncle, and the internet. There is surely no shortage of opinions. Filtering through fake news is exhausting.
Coordinate your tax strategy and investment strategy under one roof, with one advisor.
Stop playing the role of “messenger” trying to coordinate multiple advisors.
Clean out the “junk drawer” of financial strategies and accounts.
Simplify and optimize your entire financial situation.
Make more and keep more while doing less.
A partner with your best interests at heart.
Most accountants are reactive, acting only when you call. Some financial advisors are actually just salespeople pushing the latest product and trying to make the sale. In contrast, Core Financial is a true fiduciary, putting your interests first and giving you proactive, actionable, objective advice that will help you win.
Often clients are embarrassed with their lack of intentionality and clarity in their financial life. We help restore order as a partner and friend, not as your critic.
Life is busy. There are always urgent things that crowd out the important things. We help you prioritize and persevere.
Money is an emotional topic. We help you keep a clear head.
It’s easy to react to life. We help you anticipate and hit life’s curve balls.
We have the heart of a teacher.
We work with you, not for you. We care about the outcome and how it impacts your life.
In just ten minutes you can see if it makes sense for us to work together. No pressure, no sales tactics. Tell us about what’s working and not working for you. If we can help, we’ll schedule another time to go deeper with you.
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Invest confidently, pay less tax, be financially independent.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors 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 offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use 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.
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