Wealth Management & Financial Planning
In partnership with Avantax Planning Partners, we coordinate every financial decision with your tax picture.
Guidance Planning Strategies
One plan. Every decision in view.
Each of our clients has unique goals when it comes to financial planning. That’s why Brickley DeLong has partnered with Avantax Planning Partners to offer a comprehensive approach to wealth management called Guidance Planning Strategies (GPS).
Together we build a long-term plan that weighs the impact of every financial decision and shows you exactly how each one shapes your future.
The GPS Difference
01
Guidance You Can Trust
Coordinating tax considerations with your CPA for a truly holistic plan.
02
Planning You Will Understand
Clear direction you can navigate and adjust as life changes.
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Strategies That Make a Difference
Comprehensive advice tailored to what matters most to you.
A Comprehensive Plan
Planning for every stage and scenario.
Your plan begins with understanding what is important to you. We listen, assess, and discuss tax-efficient strategies across every part of your financial life.
01
Tax-Focused Investment Strategies
An investment portfolio built around your risk tolerance, time horizon, and liquidity needs — and structured so the returns you earn aren’t eroded by taxes.
02
Retirement Planning & Withdrawal Strategies
Planning for both the accumulation and withdrawal stages of retirement, with the consistency, discipline, and tax awareness to turn long-held dreams into reality.
03
Family Risk Management
Identifying and mitigating the risks within your plan, so a catastrophic life event doesn’t derail your finances — or your family.
04
Business Planning
Most U.S. businesses are run by families, not corporations. We plan for contingencies — growth, continuity, employee retention, and tax savings — so both employer and employee succeed.
05
Legacy Planning
Ensuring your wishes, values, and priorities endure — through education, charitable giving, or trust planning that supports the next generations of your family.
06
Education Planning
No longer limited to college. We map education options for children and grandchildren and how they affect cash flow, debt management, and estate tax planning.
07
Cash Flow Management
A clear picture of monthly inflows and outflows, so your saving and spending choices reflect your values and priorities — and inform every other part of your plan.
Why Engage with Avantax
The Advantages of Working Together
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A Comprehensive Picture
Collaborating with your Brickley DeLong tax advisor for a complete view of your financial situation.
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A Complimentary Review
An independent, no-cost review that addresses your key planning areas.
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Custom-Built Plans
Plans designed around you, so you understand why and how each decision is made.
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A Shared Goal
Working together to help you achieve your short- and long-term goals.
