Wealth Management

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Estate Tax Law Planning – On Demand Webinar, Watch Now!

Join James Moore and Company, along with our strategic wealth management and financial planning team Avantax Planning PartnersSM, to discuss potential changes to the estate tax law. Together our accounting and financial planning team will share resources, technology, and services available to you. More importantly, our team is here to guide you through times of uncertainty and help design a long-term plan that considers market volatility, political or economic changes, and more.

Using the Guidance Planning Strategies (GSP) program, our team can help build a financial plan based on your goals and what matters most to you. We can also plan for future uncertainty – like changes in the estate tax. Our disciplined approach to holistic financial planning leaves clients feeling comfortable and confident in the future.

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We help businesses and individuals with their wealth management and investment strategies

Our dreams inspire. They’re part of why we work hard at our jobs and curtail our spending. We daydream happily about them, using them as motivation to push us through trying times.

Whether your goal is to own a home, buy a business, retire on a tropical island or leave a financial legacy for your family, you’ll need a roadmap to get you there. Your future is at stake and there are tough decisions ahead; you need a knowledgeable partner to guide you through budgeting, planning, investing and tax strategies.

Like any process that might seem overwhelming, wealth management can be made simpler by breaking it down. James Moore & Co. is affiliated with Avantax Planning Partners SM, a national wealth management company that specializes in helping accounting firm clients. Together, we provide the experience and connections you need to take these steps toward your dreams and effectively manage your wealth management and investment strategies.

Setting your goals doesn’t have to be the only “easy part” of reaching them.

Wealth Management and Investment Strategies

Whether it’s for you or your business, we’ll take a comprehensive look at your retirement plan with regard to viability, tax savings, risk and other aspects.

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We’ll focus on investment and tax planning as you establish goals, allocate assets, select investments and review/adjust contributions.

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We’ll perform an insurance review to make sure the coverage will be there when you need it and you’re not over-paying for your plan.

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We’ll help you navigate the path to your goals, from discovering what you want to developing your plan and monitoring your success.

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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. 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 entities are independent of and unrelated to James Moore & Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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