A Tax-Intelligent Approach to Wealth Management

Denman can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠. Our investment approach allows us to create a long-term plan that looks at the impact of all financial decisions and demonstrate how these decisions will impact your future.

The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax-efficient financial strategies to create a comprehensive plan that includes:

• Tax-Focused Investment Strategies
• Retirement Planning & Withdrawal Strategies
• Family Risk Management
• Business Planning
• Legacy Planning
• Education Planning
• Cash Flow Management

Who is Avantax?

Over 40 years ago, Avantax was established with the conviction that adopting a comprehensive, tax-intelligent approach to financial planning can lead to sounder financial choices and investment outcomes. Partnering with Avantax enables us to pair tax and financial planning strategies to provide holistic financial services to families, individuals and small businesses.

To find out more about Avantax, visit their website.

A Distinct Advantage

• Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure.
• An interactive planning program and process called Guidance Planning Strategies (GPS) that illustrates your entire financial picture.
• Designing custom plans to give you a foundation to understand why and how decisions are made.
• Working together to help you achieve your short and long-term goals.
• Financial Planning Consultants (FPCs) provide unique recommendations tailored to you

See the difference when your financial plan takes into account tax-intelligent investing, your trusted advisor and a Financial Professional.
https://youtu.be/jbIHsRG5-Q0

Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Denman CPA LLP.

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.

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.