Stronjy & Stronjy Financial

Our Vision

Our mission is to empower individuals and families to achieve financial clarity, security, and peace of mind through tailored financial plans. We believe in building lasting relationships built on trust, transparency, and personalized guidance.

Who We Are

Avantax Wealth Management is a team of experienced financial professionals with diverse backgrounds and expertise in financial planning, tax preparation, and accounting. We are passionate about helping clients navigate the complexities of their financial lives and achieve their unique financial goals.

What Sets Us Apart

Our core values guide our interactions with every client:

• Integrity: We uphold the highest ethical standards and maintain transparency in all our financial planning and client communication.
• Client-Centeredness: We prioritize understanding your individual needs and goals to tailor our strategies and recommendations.
• Collaboration: We work alongside you to build a comprehensive plan that addresses all aspects of your financial life.
• Proactive Guidance: We stay updated with the latest financial trends and regulations to provide you with relevant and timely advice.

Financial Planning

• Comprehensive financial plans tailored to your unique goals and circumstances
• Retirement planning and analysis
• Investment portfolio review and optimization
• Estate planning and wealth preservation strategies
• Insurance review and risk management assessment

Tax Preparation and Accounting

• Accurate and efficient tax preparation services for individuals and businesses
• Strategic tax planning and compliance guidance
• Bookkeeping and accounting services to streamline your financial operations

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. This includes:

• Discovery: We gather information and assess your current financial situation.
• Analysis: We evaluate your goals, risks, and financial obligations.
• Planning: We develop a personalized plan that aligns with your needs and aspirations.
• Implementation: We guide you through executing your plan and monitoring your progress.

Let's Work Together

Our dedicated team is committed to partnering with you every step of the way. Contact us to schedule a consultation and explore how Avantax Wealth Management can help you achieve your financial goals.