(903) 763-4711 brian@cfgpros.com ABOUT SERVICES RESOURCES LOGINCONTACT About Avantax Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client’s financial success. Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.* Why Us? Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a person’s financial situation will deliver better results. We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn. Our Commitment to You The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. As a trusted partner, your Avantax financial professional is here to provide objective recommendations so you can make informed decisions. Our services are designed to help you reach your unique goals and dreams, while also keeping you prepared for anything that may lie ahead. Not only will you get the personal care of an Avantax financial professional, you’ll have the benefit of the Avantax Advantage and powerful proprietary tools that utilize a Tax-Smart approach. *As of December 31, 2020 Have A Question? Name Email Question Sign up for my Newsletter Name Email SIGN UP Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Avantax affiliated financial professionals 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. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax affiliated insurance agency. 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 tax or legal advice. Please consult legal or tax professionals 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. Contact Coventry Financial Group Office: (903) 763-4711 125 W Lipscomb St Quitman, TX 75783 brian@cfgpros.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations