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Financial Advisors

/Financial Advisors
Financial Advisors2017-02-20T15:37:43-04:00

Who will build your specially tailored financial plan?

1st Global:

our business partner provides exceptional, objective support

Providers:

of products such as mutual funds and alternative investments

Expert Research

• Dr. Harry Markowitz
• Dr. Art Laffer
• LCG Associates
• Investment Management Research Group

World-Class Platforms

• Investment Management Solutions
• Retirement Management Solutions
• Sustainable Income Solutions
• Insurance Solutions

h
Harold J. Beshaw, CFP®, ChFC®, CASL®
h Lynn C. Rotz, CPA, CGMA®
h Todd F. Stonesifer, CPA
h L. David Law, CPA
© 2019 Rotz & Stonesifer, P.C. All rights reserved. Securities offered through Avantax Investment Services,SM Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services.SM Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Rotz & Stonesifer, PC is an independent member of BKR International.
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