285 N. El Camino Real Suite 215 Encinitas, CA 92024

carla@campbellwealthadvisors.com

Home
Our Approach
Financial Checkup
*New Education*
Contact Us
- Schedule A Consultation
Blog

Tax Alpha: Million Dollar Questions

A few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.

Contact

Office: (760) 487-5678

Mobile: 7605938583

Fax: (844) 482-3653

285 N. El Camino Real

Suite 215

Encinitas, CA 92024

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Check the background of your financial professional on FINRA's BrokerCheck.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services^SM, Member: FINRA/SIPC. Advisory Services offered through Avantax Advisory Services^SM, Placing business through Avantax Insurance Agency^SM and Avantax Insurance Services^SM CA #0D48472

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management^SM 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 tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment Services^SM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.