Personal Financial Planning

Erpelding, Voigt & Co., L.L.P. is committed to assisting our clients to determine and pursue their lifelong goals through personal financial planning. With our strategic partner, Avantax Planning PartnersSM, we work with clients to not only minimize their tax liability, but to preserve and create wealth.

We offer an initial consultation free and with no obligation to discuss our comprehensive planning checklist, which includes the following topics, among others:

  • Review of wills
  • Durable power of attorney
  • College funding for children
  • Financial planning
  • Retirement planning
    •  Analysis of employer sponsored plan
    • Review of current conventional and Roth IRA’s
    • Review of non-pension/IRA investments
    • Review of variable and fixed annuities
  • Life and disability insurance review
  • Estate planning
  • Gifting program
  • Individual income tax planning

Our Financial Professionals offer mutual funds, we also offer life insurance and annuities.

In addition, we provide asset management services. Through asset management, you may now invest in a wide variety of investment vehicles including no-load and load-waived mutual funds. Based on discussions with you, an appropriate investment mix is selected for your portfolio. The progress of your investment portfolio is reported to you monthly with a consolidated quarterly report that includes a complete overview and appraisal of your portfolio, including a performance report. Instead of a commission, you pay a quarterly fee based on a percentage of the value of your account. With the bias of the commission removed, you can be assured of knowing that your goal is the same as our goal: the long-term growth of your assets.

Maybe you’ve not thought about a complete income tax analysis or never known where you could have your entire financial plan analyzed in order to maximize your fullest potential, protect yourself against unwanted results, and help to ensure that all the segments of your finances are working together in pursuit of your goals.

Your existing tax consultant or financial planner may have discussed a few of the above items with you. This was possibly done at various times without really putting the pieces together. By using a full-service approach, we can analyze all of your financial concerns at once. In short, we can help create your own wealth creation machine.

OUR ADVISORS

Please contact one of our advisors today for an initial conference, free with no obligation, to discuss your comprehensive personal financial plan:

  • Jeffrey G. Knapp, CPA | Avantax Planning PartnersSM Investment Advisor Representative; Avantax Investment ServicesSM Registered Representative; Life, Health & Accident Insurance license
  • Brian L. Sohn, CPA, CFP® | Avantax Planning PartnersSM Investment Advisor Representative; Avantax Investment ServicesSM Registered Representative; Life, Health & Accident Insurance license
  • Aaron R. Greteman, CPA | Avantax Planning PartnersSM Investment Advisor Representative; Avantax Investment ServicesSM Registered Representative; Life, Health & Accident Insurance license
  • Thad Lichter, CPA | Avantax Planning PartnersSM Investment Advisor Representative; Avantax Investment ServicesSM Registered Representative; Life, Health & Accident Insurance license

At Erpelding, Voigt & Co., L.L.P. we are committed to cooperation and assistance with our communities. We are proud of the active involvement of our firm members with the numerous organizations in the north central Iowa and southern Minnesota area.

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Erpelding, Voigt & Co., L.L.P. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

CFP® and CERTIFIED FINANCIAL PLANNER® are trademarks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.