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Customized Financial Plans and Tailored Services

At Antos Wealth Advisors, we don’t believe in a one-size-fits-all approach to financial planning. We customize every financial plan we create to meet your unique needs and guide you to your personal goals. Then, we support that plan by providing the exact financial services you need year after year.

Our comprehensive financial services include:

  • Wealth management
  • Investment management
  • Retirement planning
  • Insurance planning
  • Education planning
  • Tax planning
  • Tax return preparation
  • Audit representation
  • And more

From wealth accumulation and management to wealth distribution when you retire, we help guide you through all of life’s major changes and the financial decisions that come with them.

Empowering Our Clients through Education

While we have the knowledge needed to manage all of your financial assets for you, that’s not our primary goal. As fiduciary financial advisors, we’re committed to doing what’s best for our clients—and we believe that means educating you as best we can regarding your finances. 

When we build your financial plan, we’ll walk you through each step of it, ensuring you understand how each recommendation will benefit you and ultimately drive you towards your financial goals. We’ll help educate you on smart investing decisions, the tax implications of each financial decision, and your own long-term financial outlook.

We believe that, by providing our clients with a quality financial education, you’ll be able to take a more active role in your own finances, and become a true partner in your financial journey with us.

A Tax-Centered Approach to Financial Planning

Taxes often represent a significant percentage of Americans’ annual expenses. For some people, as much as 30% of their income will go to taxes each year. And yet, many financial planners take a passive approach to taxes when designing financial strategies.

At Antos Wealth Advisors, we recognize the significant role that taxes can play in your financial situation throughout your life. That’s why we believe in a tax-centered approach to financial planning, providing professional tax planning advice in conjunction with every financial recommendation we make. We help you to understand how your assets impact your taxes, how to plan for taxes in your retirement, and how to manage your income and assets to minimize your tax obligations.

With proactive tax planning, we can help our clients save thousands of dollars every year. Contact us today to learn more about creating a customized financial plan for you!

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Financial Guidance to Grow Your Business

In addition to our comprehensive financial services for individuals, we also provide expert financial guidance for business owners. We can provide you with the support you need in all of the follow areas:

  • Incorporation and liquidation
  • Payroll taxes
  • Sales and use taxes
  • Advice on financial statements
  • Budgeting and forecasting
  • Management reports
  • Twelve-month compilations
  • Year-to-year comparisons
  • And more

We also offer complete payroll services so you can focus less on issuing checks, and more on running your company. At Antos Wealth Advisors, we can help you do more than balance the books—we can provide you with the financial guidance you need help your business grow.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (847) 537-8877


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