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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Stensrud is a financial advisor at Avantax Planning Partners, Inc. Tara has been in the industry since 2006 and is a Personal Financial Specialist. Tara offers a range of financial planning services, including investment planning, retirement planning, and tax planning. Tara is also a Principal at Yeo & Yeo, P.C., a full-service CPA firm. Tara provides tax and accounting services to clients, including monthly bookkeeping, payroll tax returns, income tax returns, tax planning, merger and acquisition planning, and any additional strategy planning requested.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
08/08/2023 - Present
Avantax Planning Partners, Inc. (Midland MI)
Active
Inactive
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