Who is Avantax?
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The financial management process Bob Craun and Jeff Freeman begin with is an in-depth evaluation of your current financial situation. Once they've established your overall objectives, they focus on your specific goals. With changing economic conditions and market swings, Bob and Jeff advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. They work with you side by side so that you're confident in and comfortable with the financial suggestions they make.