Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go. From strategic planning to ensuring compliance with current laws and regulations to finding efficient solutions to avoid unexpected problems, you can count on the knowledgeable and dedicated professionals at SME to be there to monitor each step along your path to economic success - and be there to celebrate your achievements. Investment advisory services are offered through Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services are offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to SME CPAs. Please visit www.avantax.com/social_policy for more information.
