Since 1993, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Larry began his investment career in December, 1993 as a registered representative with H.D. Vest Investment Securities, Now known as, Avantax Investment Services. Larry became a Certified Financial Planner™ professional in April, 1992. He’s been at Cahoj Financial Services since 1986.
Suzanne Cahoj joined Larry's firm in 2012 after a successful career with the United States Post Office.
Start an investment plan today by calling 785.626.3176
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.
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.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
703 North 4th Street, Atwood, Kansas 67730, United States
Monday - Friday: 9:30am - 4:30pm