A Tax-Smart Approach to Wealth Management

Jared M. Savino, CPA can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners(SM). Our investment approach allows us to create a long-term plan that looks at the impact of all financial decisions and demonstrate how these decisions will impact your future.

The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax-efficient financial strategies to create a comprehensive plan that includes:

• Tax-Focused Investment Strategies

• Retirement Planning & Withdrawal Strategies

• Family Risk Management

• Business Planning

• Legacy Planning

• Education Planning

• Cash Flow Management

Who is Avantax?

Avantax is a pioneer in tax-smart investing, financial planning and wealth management. Partnering with Avantax enables us to pair tax and financial planning strategies to provide holistic financial services to families, individuals and small businesses.

To find out more about Avantax, visit their website.

A Distinct Advantage

• Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure.

• An interactive planning program and process called Guidance Planning Strategies (GPS) that illustrates your entire financial picture.

• Designing custom plans to give you a foundation to understand why and how decisions are made.

• Working together to help you achieve your short and long-term goals.

• Financial Planning Consultants (FPCs) provide unique recommendations tailored to you.

The Avantax Planning Partners Investment Advisory Committee provides oversight of all investment allocations.

See the difference when your financial plan takes into account tax-smart investing, your trusted advisor and a Financial Professional.

https://youtu.be/jbIHsRG5-Q0

Check us/me out on BrokerCheck®.

Financial Planing Consultant

Meryl Futey, CFP

Meryl Futey is a financial planning consultant at Avantax Planning Partners(SM) (formerly

Headquarters Advisory Group) for over 10 years. She became affiliated with Headquarters

Advisory Group in 2011 and joined the team as a Financial Advisor in 2015.

Meryl works in collaboration with clients and their CPA to provide holistic financial

planning and investment strategies for growing and protecting individual, family, and

associated business wealth. She analyzes and designs personalized wealth management

solutions by integrating estate planning, risk management, and retirement planning for

long term growth and stability. Additionally, she supports business owners by reviewing

their company retirement plans, looking for opportunities to optimize for tax efficiency

and help with business transition strategies. Her goal is to tailor financial strategies

based on each client’s unique objectives and priorities.

Prior to joining Avantax Planning Partners, Meryl worked at a boutique investment firm

in Boston’s financial district, specializing in option overlay strategies for high-net worth

clients. Meryl is a registered representative with Avantax Investment Services(SM). She is

a licensed life, annuity, accident, health and variable insurance agent.

CREDENTIALS

FINRA Series 7 and 66 securities licenses

CERTIFIED FINANCIAL PLANNER™ certificant

EDUCATION

Masters Business Administration, Northeastern University, Boston, MA

Undergraduate, Northeastern University, Boston, MA

Investment advisory services are offered through Avantax Planning Partners(SM). Commission-based securities products are offered through Avantax Investment Services(SM), 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 Jared M. Savino, CPA.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Avantax WM Holdings(SM) is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM) and Avantax Planning Partners(SM). Insurance services offered through licensed agents of Avantax Insurance Agency(SM), Avantax Insurance Services(SM), and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.