Avantax Intelligent Planning

At Shaw & Associates, powered by Avantax Intelligent Planning, we understand that every financial decision has tax implications. That's why we take a holistic approach to financial planning, addressing every aspect to implement comprehensive tax-smart solutions. Our services include tax-focused investment strategies aimed at achieving long-term goals with better after-tax results, retirement planning, and withdrawal strategies to maximize income during retirement, family risk management to protect against loss, business planning for growth, retirement, and business continuity, legacy planning to maximize the transfer of wealth to loved ones and charitable causes, education planning to fund the educational needs of your family, and cash flow management to create a spending plan for short and long-term goals. Visit us at 950 Tharp Rd Ste 101, Yuba City, California, and let us help you plan for a more secure financial future.