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Products and Services

Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ professional, Briana Oltmann offers comprehensive and personalized fee-based financial planning servies. This includes client access to an eMoney account as well as a series of meetings based on each client's needs. The result will be a financial plan that addresses individual needs and circumstances.

Please email for more information.

Financial Services and Investments*

*These services are offered by Briana Oltmann through her affiliation with Avantax Wealth ManagementSM


  • Individual Income Tax
  • Partnership Income Tax
  • Corporate Income Tax
  • Farm Income Tax
  • Payroll Tax
  • Capital Gains Analysis

Business Services

  • Income Tax
  • Bookkeeping
  • Payroll
  • Company Retirement Planning
  • Comprehensive Business Planning