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E: matt@willowchutefinancial.com
P: 318-327-2960

Our Office

227 Fairburn Avenue,
Suite A,
Benton LA 71006

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠ , Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® 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.

Investments are subject to market risks including the potential loss of principal invested. Past performance is not a guarantee of future results. Retirement plan withdrawals may be subject to taxation and penalties when withdrawn early. Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state's 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.

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