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Joseph Clagg, CRPS®

Wealth Management

Joseph Clagg is the regional director of business development at Avantax Planning PartnersSM.  He works with leadership to identify and recruit CPA Firms to utilize professional financial service programs provided by Avantax throughout the country. Once engaged, Joe assists Avantax’s CPA affiliates in creating a profitable professional financial services practice to complement their existing tax and accounting practice. Joe is a registered representative with Avantax Investment ServicesSM. He is a licensed health and life insurance agent.

EXPERTISE

    • Estate planning
    • Risk management
    • Retirement planning for businesses
    • Retirement planning for individuals 
    • Business transition strategies 

PROFESSIONAL CERTIFICATIONS AND EDUCATION

    • FINRA Series 6, 63 and 65 securities licenses
    • Chartered Retirement Plans SpecialistSM designation
    • Indiana University-Purdue, Bachelor of Science in Criminal Justice

     

    Disclaimer
    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Check me out on BrokerCheck®.