Financial Planning

Let us guide your financial road trip.

Guidance | Planning | Strategies. Your Financial GPS.

Your car’s GPS can take you anyplace you want to go. It will give you a map, directions, mileage, route suggestions and even your estimated time of arrival. It makes traveling simpler than ever.

But what if your destination isn’t found on a map?

If you have financial goals, you need a plan to achieve them. Yet the journey of financial planning can be overwhelming when you have to track your budget, spending, investments, retirement savings, tax strategy… it’s a lot to take in.

So we’ve made financial planning simpler than ever, too—with Financial GPS.

The name stands for Guidance | Planning | Strategies, and with good reason. By collaborating with Avantax Planning PartnersSM, we’ve developed a single dashboard that displays all of your financial information. You can check your budget and make sure your spending stays in line. Watch your investment balances update in real time in response to market performance. See how your decisions today affect your goals for the future. All in one safe, secure place.

Just like your car’s GPS, Financial GPS gives you a reliable, turn-by-turn route to wherever you want to be.

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. 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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