The Smart Choice for living your best life
At Team Wealth & Tax Advisors we help you make the most out of living your best life. We plan for long-term success with our continuous personalized financial guidance and investment strategies which will empower you to make smart choices about your wealth, retirement, and taxes.
The SmartChoice Wealth Strategy® is your foundational guide that combines a deep understanding of timeless financial concepts, sound knowledge of economic forces, investment and taxes, and in-depth evaluation of risk dynamics.
With our roots as a tax firm, we’ve delivered thorough, accurate, and timely tax services to clients for more than three decades. Taxes are a critical component of our business because they’re a critical component of your long-term financial success.
WE ARE ACCOUNTABLE
We are committed to building accountable and longstanding relationships. We are transparent and tell our clients exactly what they can expect from us as their wealth and tax advisors.
WE ARE INDEPENDENT
We are a boutique, privately owned, independent firm, beholden to our clients.
WE ARE COMMUNITY MINDED
We are blessed to support numerous non-profit charities by giving of our time, talent, and treasures.
WE DO THE RIGHT THING
As Fiduciaries, we act with integrity and put our clients first.
WE THINK FOR THE LONG-TERM
We engage in a thoughtful decision-making process and believe that time tested core principles should drive our actions.
WE STRIVE FOR EXCELLENCE
We make the extra effort, practice continuous improvement, and stay sharp by ongoing education, training, and mentoring.
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Preparation is the Key to Retirement
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin