Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.
Steven Hansen is a CFP, CLU, and ChFC, as well as an Investment Advisor Representative working at Avantax Advisory Services in Pine River, MN, with over 30 years of experience in the finance industry.
CIVIC SPONSORSHIPS: 2023 Go Pine River
Categories: Financial Advisors
