Our personal belief is to create a suitable plan for each individual client based on financial needs. We help retirees, entrepreneurs, veterans, working professionals and their families. Help clients pursue dreams, whether that be retirement, child's education, or saving for a new home. We are not afraid to challenge conventional approach to investing and preserving your wealth. Therefore, all of my energy, commitment, and efforts are to focuses on you, the client, and your satisfaction. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all resources to help you pursue your goals. At Defining Your Wealth Financial Group LLC, We have the client—and only the client—in mind. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/socia_policy/ for more information