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Office: (805) 644-0697

Fax: (805) 981-0698

1000 Town Center Drive

Suite 200

Oxnard, CA 93036

hey@taxwealthplan.com

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Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services are offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners, CA #0G73148. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Carey & Hanna.

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