Advisory

Advisory

Small Business Advisory
Do you ever look at your business and wonder if it’s operating as efficiently or as profitable as it could be? We want to meet with you and learn about your business, operationally and financially. We will partner our experience, creativity and understanding of your business to design a plan to help make your business more profitable, and ultimately, more enjoyable for you and your team.

Social Security Planning
Dean Financial Group can help you maximize benefits in a tax-efficient manner. We will help determine when to file for Social Security and maximize your benefits. We will advise you on planning for those benefits in the event of critical events, such as marriage, divorce, remarriage or death.

Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth management services provided by Dean Kantzos Wealthcare, LLC.

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.

Avantax affiliated advisors 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.

The Avantax family of companies exclusively provide investment products and services through its representatives.  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 specific tax or legal advice.  Please consult our firm and your legal professional 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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