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The Smart Choice for living your best life

Explore My Possibilities

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.

Wealth

Wealth

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.

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Taxes

Taxes

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.

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Who WE Are

Our Values

Accountable

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.

Independant

WE ARE INDEPENDENT

We are a boutique, privately owned, independent firm, beholden to our clients.

Community Minded

WE ARE COMMUNITY MINDED

We are blessed to support numerous non-profit charities by giving of our time, talent, and treasures.

Fiduciary Integrity

WE DO THE RIGHT THING

As Fiduciaries, we act with integrity and put our clients first.

Long Term Planning

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.

Excellence

WE STRIVE FOR EXCELLENCE

We make the extra effort, practice continuous improvement, and stay sharp by ongoing education, training, and mentoring.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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4 Critical Social Security Facts

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

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