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Michael Escobar

Michael Escobar, CLTC

Michael Escobar

Charles Tatum,
CFF

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Michael Escobar

Sharon Cleland, Notary

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Operations Support

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Avantax Reports Newly Recruited Total Client Assets Exceeding $1 Billion During First Half of 2022, Surpassing the Firm’s Full-Year 2021 Results — Avantax® Wealth Management

DALLAS – (Aug. 10, 2022) – Avantax®, a leader in tax-focused financial planning, continued its strong recruiting results during the second quarter of 2022, with approximately $514 million in newly recruited total client assets. Avantax recruited more than $1 billion in total client assets during the first half of 2022, surpassing the firm’s full-year 2021 performance.

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Understanding Social Security Benefits

This Detailed eGuide explains how to apply, covers timing, health, you desire to work, and other factors that may influence your Social Security claim decision.

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