A plan that understands what’s important to you
Our investment approach gives you a long-term plan that looks at the impact of all financial decisions and shows they’ll impact your future.
The financial planning process begins with understanding what’s important to you. Your wealth advisor will listen, assess, and discuss tax-efficient financial strategies to create a comprehensive plan that includes:
Tax-focused investment strategies
Retirement planning and withdrawal strategies
Family risk management
Business planning
Legacy planning
Education planning
Cash flow management
Who is Avantax?
Avantax is home to tax-intelligent investing, financial planning, and wealth management. Partnering with Avantax allows us to pair tax and financial planning strategies. That gives you, your family, or your small business a holistic approach to your financial services.
To find out more about Avantax, visit their website.
Get a distinct advantage
See the difference when your financial plan includes tax-smart investing, a trusted wealth advisor, and a financial professional.
When you work with CP Financial Services, LLP and Avantax, you get:
- Collaboration between your wealth advisor and CPA to potentially minimize your tax exposure
- An interactive planning program and process called Guidance Planning Strategies — or GPS — that illustrates your entire financial picture
- Custom plans to give you a foundation to understand why and how decisions are made
- A partnership that will help you achieve your short- and long-term goals
- Recommendations tailored to you by Financial Planning Consultants
- Oversite from the Avantax Planning Partners Investment Advisory Committee on all investment allocations
KEVIN EGGEBRAATEN, CPA
Kevin Eggebraaten has been a shareholder with our firm since 2001. He helps clients with wealth management by understanding their goals and implementing strategies to help them pursue their desired outcome. Kevin also specializes in the healthcare industry, tax, consulting, trust and estates, and litigation support.
LAURA GILLEN, CFP®
Laura Gillen is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with our CPAs, she provides integrated planning and investment strategies for growing and protecting our clients’ wealth. Laura designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, she supports business owners by reviewing their company retirement plans, optimizing them for tax efficiency, and helping with business transition strategies.
Our team of financial advisors also includes Jennie Steinmetz, Melanie Jobgen, Kayce Gerlach, Leah Heidler, Lori Larson, Zach Van Sambeek, Devon Hochstetter, and Mark Lyons.
Investment advisory services are offered through Avantax Planning Partners℠ . Commission-based brokerage services are offered through Avantax Investment Services℠, 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 Casey Peterson CPAs & Financial Advisors.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
Content, links, and some material within this website may have been created by CP Financial Services, LLP 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.