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rross@taxsmartinvest.com
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Where Your Financial Future Comes First

At our firm, your needs are our primary focus. We provide a caring and trusting environment where you can confidently share the most critical aspects of your financial life, always seeking the best outcome for you and your family's success.

Schedule a Consultation

Where Your Financial Future Comes First

At our firm, your needs are our primary focus. We provide a caring and trusting environment where you can confidently share the most critical aspects of your financial life, always seeking the best outcome for you and your family's success.

Schedule a Consultation

Where Your Financial Future Comes First

At our firm, your needs are our primary focus. We provide a caring and trusting environment where you can confidently share the most critical aspects of your financial life, always seeking the best outcome for you and your family's success.

Schedule a Consultation

Services 
Personalizing Our Solutions To
Match Your Unique Needs

Comprehensive Retirement Planning


We offer tailored strategies to help you navigate retirement with confidence.

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Wealth Management


Our personalized approach helps you manage and grow your wealth effectively.

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Social Security Optimization


We provide guidance to maximize your Social Security benefits.

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Family Risk Management


Protect your family’s future with our risk management strategies.

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Tax-Smart Financial Planning


We meet your needs with tax-based tools developed by Avantax to provide a holistic service that delivers greater value.

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Medicare Planning


Navigate Medicare with our experienced planning and coaching.

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What We Do 
Guiding You Through All Of Life’s Obstacles

Investing your hard-earned retirement funds is only part of what we offer. We understand that each family is unique, and we pride ourselves on creating flexible plans that adapt to life’s changes. Our service evolves at life’s speed, ensuring your plan remains relevant to your specific needs.

Free Quiz
How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Who We Serve 
Your Trusted Partner Across A Variety Of Industries

We serve a diverse clientele, including retirees, employees in various sectors, self-employed business owners, and individuals seeking holistic financial coaching. Our commitment is to provide valuable tools that help craft realistic financial plans. With support from the Avantax home office, we access a broad range of resources and expertise to address potential needs. Educational partners further enhance our ability to assist clients in exploring unforeseen financial issues, maintaining our focus on being a trusted advisor.

Resources 
Knowledge Leads To Financial Freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Are You Using the Right Technology?

Are You Using the Right Technology?

Discover how the right team & technology boost client success.
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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Let’s Get Started 
Schedule A Meeting

Take the first step towards securing your financial future. Contact us today to set up an appointment with our experienced advisors and discover how we can help you achieve your goals.

Schedule a Consultation