Disclosures

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 ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000

 

Although Avantax Wealth ManagementSM 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 ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

Retire Guides is an independent financial advisor dedicated to making retired living achievable and enjoyable by offering a retirement roadmap, providing tools that make navigating retirement that much easier, and serving as a guide to set you on a path towards a comfortable retirement.

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Location

6513 Colleyville Blvd #100
Colleyville, TX 76034

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Phone

817-912-5925

Hours of Operation

 Monday:  9am-5pm 
 Tuesday:  9am-5pm 
 Wednesday:  9am-5pm 
 Thursday:  9am-5pm 
 Friday:  9am-5pm 

Retire Guides is a marketing name for securities, insurance, and investment advisory services offered through Avantax Investment Services℠, member FINRA / SIPC.

This communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither Avantax Investment Services℠, nor its registered representatives, offer tax or legal advice.

Broker Dealer Disclosure: Securities and investment advisory services offered through Avantax Investment Services℠ (AIS), member FINRA / SIPC. AIS is separately owned and other entities and/or marketing names, products or services referenced here are independent of AIS.

Blue Sky Disclosure: This communication is strictly intended for individuals residing in the state(s) of Texas. No offers may be made or accepted from any resident
outside the specific state(s) referenced.

1 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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