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Woodland Office

117 West Main Street

Suite 26
Woodland, CA 95695

Avantax Intelligent Planning

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why we’ve mapped out a holistic approach for every aspect of a financial plan. This will address the planning topics needed to implement comprehensive tax-smart financial solutions. 


TAX-FOCUSED INVESTMENT STRATEGIES: Managing investments for long-term goals with better after-tax results.

RETIREMENT PLANNING & WITHDRAWAL STRATEGIES: Planning for more income during retirement.

FAMILY RISK MANAGEMENT: Protecting yourself and your loved ones from loss.

BUSINESS PLANNING: Strategizing for growth, retirement and continuity within your business.

LEGACY PLANNING: Maximizing the transfer of wealth to benefit loved ones and the causes you care about.

EDUCATION PLANNING: Funding the education needs of your loved ones.

CASH FLOW MANAGEMENT: Creating a spending plan for short and long-term goals.