Family Financial and Tax Services

Family Financial and Tax Services Family Financial Services... Unique in the industry, dedicated to the family, specialist in planning and tax smart professional money management*.

Jeff operates as a fee-based advisor and will offer a service only if it is appropriate to your needs. Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM).
3200 Olympus Blvd, Suite 100 Dallas TX 75019, 972-870-6000

What would happen to your loved ones if you were gone? Make financial preparations today.
01/18/2025

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Find out whether you are insurable before implementing a strategy using life insurance.
01/17/2025

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
01/15/2025

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
01/11/2025

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

What will your family do if you can't earn an income? Here are steps you can take today.
01/10/2025

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
01/08/2025

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
01/04/2025

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
01/03/2025

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

a car? Consider gap to protect against losses that may not be covered by your current policy.
01/01/2025

a car? Consider gap to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Protecting you or your company from a civil claim may require an coverage you have never heard of.
12/28/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Your may impact what you pay for auto and home .
12/27/2024

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

Address

1500 McAndrews Road West, Suite 220
Burnsville, MN
55337

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 1pm

Telephone

(952) 890-6611

Website

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