Broker Check

Forms, Worksheets & Checklists

Our site is filled with educational videos, articles, slideshows, checklists and calculators designed to help you learn more. As you search our site, reach out to us regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Prospective/New Client

Avantax Brochure

Prospective/New Client

Tax Smart Investing

Prospective/New Client

Partner with Avantax

What Keeps You Up At Night?


Being a Caregiver

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Facing the complexities of Medicare

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Choosing a Nursing Home


What to do when a relative dies.


Required Minimum Distributions

Understanding RMD's

Life Events: Divorce

Divorce Checklist

Raising Money Smart Kids

9 Steps Worksheet

Education Planning

Understanding 529 Plans

Life Events: Recent Grads: Finding a job


Consents & Disclosures

Learn more