Successor Wealth Planning/Transition

Financial Planning Focused on You

Our clients are best served by having a more thorough understanding of their expectations of income from their retirement assets to make judgment on the uses of their resources. Our retirement cash flow planning platform allows for our clients to see and plan for future income streams from which to make lifestyle choices and tax planning for their retirement years. Our goal is to provide our clients a projection of the economic impact of their asset allocations, assumptions in investment risk and rates of return against their investment and personal expenses projected through end of life so that they can live informed and educated on how to do so without outliving their assets.

Services Provided

  • Details Coming Soon….


Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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 CS&L CPAs. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementĀ® 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.