Personal Wealth Management
Whether your needs include education savings, retirement planning, philanthropy or estate planning, Emerge Financial Group is in your corner to help grow, protect or allocate your assets. We review your financial scenario and seek opportunities for growth according to your personal goals and values.
Check the background of your financial professional on FINRA's BrokerCheck®.
Estate Planning
It’s important to take steps to ensure that your loved ones are provided for in your absence. Your home, car, accounts, investments, insurance and more should go where you would want them to go while minimizing estate, gift and income taxes. Plan in advance and enjoy the confidence that comes with having a great plan in place.
Retirement Planning
Imagine a long and happy retirement. How does it look? What is your lifestyle? Travel? Activities? Philanthropy? Preparing to age gracefully and comfortably starts with a well-thought-out plan.
Your future deserves a great plan. let”s look at how much you should put away, how much to invest, proper diversification, advantageous investment vehicles. There are many pieces to the retirement puzzle. Let”s talk 401K, ROTH IRA, Annuities and more.
A great plan let”s you rest assured that you will have the resources you need to prosper well into the future.
REIT Services
Real Estate Investment Trusts are allowing average Americans to benefit from the solid investment in projects of various sizes. Emerge Financial Group is here for you with sound advice and the resources to help ensure your success when you include REITs as part of your investment portfolio.
Education Planning
Your child’s potential is limitless. Your money, however, is not. Be ready to pave the way to a bright future. Emerge Financial Group advisers are here to help.
Tell your young genius to reach for the stars. Don’t worry, Mom and Dad, you’re ready.
Legacy Planning
Leave more than money. Legacy planning ensures your values and wishes guide your wealth's distribution. Craft a meaningful legacy that reflects your love and empowers future generations. Schedule a consultation today and build a lasting impact.
Family Risk Management
You look into those faces – your favorite faces. You know how they depend on you. Their needs? Braces, Lessons, Education, Weddings and More. There’s nothing you wouldn’t do for them. Securing their futures gives you peace of mind.
No one wants to think about it but what if you were removed from the picture? What if one of the family suffers a debilitating illness or injury? Preparedness is key to success because the most important people in your life deserve a plan.
Investment Management
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Check the background of your financial professional on FINRA's BrokerCheck®.
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 Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through and Avantax affiliated insurance agency. CA insurance license #0E71420
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management 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.