We offer a range of financial planning services, including tax planning, estate planning, retirement planning, investment management, insurance consulting, and more. The team of experts, including CPAs, registered investment advisors, and attorneys, provides a multidisciplinary approach to offer a variety of perspectives.
The estate planning services aim to help
clients protect their assets and ensure their wishes are carried out after
their passing. We assist clients in creating comprehensive plans that minimize
taxes and provide for their loved ones through wills, trusts, or advanced
directives. Our retirement planning services are personalized for each client,
based on their goals and expected lifestyle. We analyze retirement income
needs, develop tax-advantaged income strategies, and maximize social security
benefits. We also educate clients about retirement plan options such as
traditional IRAs, Roth IRAs, and 401(k)s.
Investment management is another essential aspect of our financial planning services. We work with clients to create portfolios that align with their risk tolerance, investment goals, and long-term financial objectives. We constantly monitor and adapt to market changes to ensure our clients' investments are performing optimally.
At Avant Group of Companies, we provide year-round tax services to individuals and businesses, helping to maximize deductions and minimize liabilities. As a licensed Enrolled Agent, Frixmon Michael is authorized to represent taxpayers before the Internal Revenue Service (IRS) and works to ensure that your tax returns are accurate, complete, and timely filed.
We understand that financial planning can be complex and time-consuming. That's why we provide innovative and comprehensive solutions to meet our clients' unique needs. We believe that effective financial planning is a personal journey that requires active listening, understanding the client’s concerns and priorities, and creating individualized plans that address their specific needs.
As fiduciary advisors, we always keep our clients' best interests in mind, providing complete transparency, integrity, and ongoing support. To learn more about our services or to schedule an appointment, please feel free to contact us today. We look forward to helping you secure your financial future.