Skip to main content
  • Home
  • Who We Are
    • Our History
    • Meet Our Team
  • What We Do
    • Who We Serve
    • When You Need Us
    • How We Help You
  • Contact Us

Site Map

  • Home

    • Contact Us
    • Our History
    • Our Associates
    • Our Location
    • When You Need Us
    • Who We Serve
    • How We Help You
    • Tell A Friend
  • Associates

    • Jacqueline Mayer, CFP®
    • Lisa A. Furlong, CFP®
  • Learning Center

  • Calculators

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability
    • Estate Taxes
    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Retirement Portfolio Lifespan
    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion
    • College Funding
    • Taxable Equivalent Yield
    • Cash Flow Analysis
    • Net Worth
    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance
  • Flipbooks

  • Newsletters

  • Videos

  • Glossary

  • Quote Requests

    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Securities offered through Avantax Investment Services℠, Member FINRA,SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. CA #0628219 &. CA #0C96060 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000 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 tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 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.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck