JD's Tax-Smart Wealth Management, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Las Vegas, Nevada area.
Bringing Peace of Mind to the prosperous with these 5 steps.1) The right insurance protection will give you financial security and prevent the loss of income sources from negatively affecting your retirement plan.2) Smart investing doesn't need to be complicated investing. Understanding "you" allows us to create strategies based on your goals and dreams. This will help us ensure we select the right investments that provide the returns "you " need.3) Where will your retirement money come from? A sound goals based approach involves closely looking at all your retirement income sources. We do the homework to keep you in the right comfort zone.4) An effective estate plan will ensure your wealth remains intact and out of the hands of Uncle Sam. It will spell out exactly what you want your investments to do even when you're gone or you are unable to communicate about them.5) No matter what stage of the plan you're in, each and every step we take will be with a focus on saving you taxes.
General Information |
| Firm Start Year: | 1900 | |
| No. of Employees: | 1 | |
| Name of Broker/Dealer: | Avantax Wealth Management |
| Name of Custodial Firm: | National Financial Services |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities |
Services |
| Can meet clients in the following ways: | Email, Phone, Your Home |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
