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How We Can Help You

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


We provide the following tax services to individuals and businesses:
tax planning, federal and state tax preparation, tax representation and standard and electronic tax filing.

Financial Services

Lynn can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.

Retirement Planning

With increasing life expectancies, many Americans could spend up to one-third of their lives in retirement. Substantial resources will be required to help finance non-earning years, and careful planning is required.

College Planning

You’ve worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. Lynn can help you make college your long-lasting legacy.

Estate Planning

Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. Lynn can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

Professional Money Management

Today’s investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like Lynn to assist them in creating a customized portfolio based on their individual needs.

About Avantax

Since its inception in 1983, Avantax has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. We have over 3,700 independent contractors, who manage over $45 billion in assets for individuals, families and small businesses in all 50 states.1

1As of July 1, 2018

Please visit our Tax Planning website at

Please visit our Tax Preparation website at

Please visit our Accounting website at