Sweeney Kovar Financial Advisors, Inc., was created to broaden the scope of financial services that we offer to our clients. We offer, through Avantax Investment Services and Avantax Advisory Services, comprehensive and customized financial plans and insurance services which are designed to help our clients grow, protect and conserve their wealth. Our knowledge of our client’s unique tax situation has allowed us to design financial programs that match their goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our financial advisory team works with a wonderful mix of individuals and families. Clients of all ages and financial means have benefited from our advice.
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Our wealth management services include:
- Tax planning
- Estate planning
- Investment planning and management
- Business planning
- Retirement planning
- Education planning
- Income protection and asset preservation
- Debt management
- Insurance planning
- Help with life events that force financial disruptions
Our Wealth Management Advisors:
All your financial decisions have some type of direct or indirect tax ramification to you. Providing tax-efficient management of your financial affairs is one of the most valuable contributions that Sweeney Kovar can make to your financial growth and security.