Individual Wealth Management Planning

Agile solutions for your goals
11A man and a woman sitting outdoors smiling and laughing with each other.

Individual Wealth Management Planning

Agile solutions for your goals

Through Anglin Reichmann Armstrong and our affiliation with Avantax Planning PartnersSM, you gain access to the Guidance Planning Strategies (GPS) Program.

With GPS, you can incorporate tax planning, retirement planning, estate planning, risk management and asset management all into one holistic and comprehensive financial plan.

The GPS planning tool visually lays out your plan and demonstrates the impacts of financial decisions, such as investing in a 401(k), selling a business, retiring earlier, donating to charities or tax-smart gifting to family members.

You can also look at strategies for reducing risk and how they play out in your long-term plan.

 

Our knowledge guides you on a personalized path with benefits that include:

  • Collaborating with your Anglin tax advisor to provide a comprehensive picture of your financial situation
  • Timely insights to understand why and how investment decisions are made
  • Charitable giving planning and related tax deductions

  • Robust modeling of “what if” scenarios by your planning team
  • Achieving short and long-term lifestyle and investment goals
  • Comprehensive viewing of all financial accounts in one secure database to see everything you own and owe, helping you identify gaps or shortfalls

In your plan, you can stay informed on tax law changes, identify tax savings opportunities, build in cash flow, add insurance coverage and review and adjust your goals — with more time on your side.

Anglin offers the following related services to support your goals:
  • Individual Tax Services
  • Client Accounting & Advisory Services (CAAS)
  • Estate, Gift & Personal Planning
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Leaders
11Stephen Armstrong, Partner, in front of Anglin office.
Stephen Armstrong, CPA

PARTNER

Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax℠ name. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, 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 Anglin Reichmann Armstrong. 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.