CoSource Financial Group’s Achievements Recognized by Avantax at Prestigious Event in Nassau, Bahamas

Posted June 5, 2024

Representatives from CoSource Financial Group were celebrated as exceptional affiliates of Avantax® Inc., a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2024 in Nassau, Bahamas.

A small contingent of independent Avantax Financial Professionals was invited to attend the Avantax Elite Summit, held May 19-22 at the Grand Hyatt Baha Mar resort in the Bahamas. During the Avantax Elite Summit, firms are recognized for their exemplary client service and business achievements and have the opportunity to network with other leading firms in the Avantax Community while meeting leadership from Avantax and Cetera Holdings, which acquired Avantax last year, and Cetera Holdings’ affiliates (collectively Cetera).

“We owe this recognition to our clients and their employees for placing their trust (and hard-earned money) in the work we do here at CoSource,” said Beau Beaullieu, managing partner at CoSource Financial Group. “We pride ourselves on providing boots-on-the-ground service to business owners, HR directors and plan participants. Recognition such as this is shared by our entire team and serves as a reminder that hard work doesn’t go unnoticed.”

Successful Avantax firms like CoSource Financial Group are committed to changing clients’ lives by having deep and trusted relationships with their clients and delivering the tax-focused financial planning and wealth management needed throughout their financial journey.

“The Avantax Elite Summit was a particularly momentous event this year as our Financial Professionals were joined with the Cetera leadership team to learn more about the exciting opportunities ahead as we further assimilate with Cetera,” said Avantax President Todd Mackay. “The Avantax Elite Summit is also a time when my leadership team and other Home Office staff can, in a more intimate setting, hear our leading Financial Professionals’ needs so we can make business adjustments that enable us to serve them even better while helping them fulfill their purpose.”

About CoSource Financial Group
CoSource Financial Group, LLC is a Louisiana owned financial services firm dedicated to making a positive influence on a person’s retirement years by servicing its clients—one 401(k) plan and one employee at a time. The team at CoSource works closely with employers to provide their employees with the fundamentals necessary to make educated decisions and encourage behavior that proactively prepares a person to save for retirement. CoSource also works very closely with its clients’ third party administrator (TPA) to create a seamless team that keeps all parties moving in the same direction.

About Avantax^®
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management^®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For additional information, please visit www.avantax.com.

Beau Beaullieu

As a veteran of the retirement plan industry and a partner in CoSource Financial Group, LLC, Beau specializes in the implementation, maintenance, and ongoing service of qualified retirement plans. His main role is to create a comprehensive retirement plan program that meets the fiduciary needs of business owners and their executives, as well as to provide ongoing educational services to their employees. For more than 20 years, Beau has worked with plan sponsors to coordinate appropriate retirement plan design and fiduciary governance protocol. He has improved the retirement readiness of thousands of employees by delivering the fundamentals of retirement planning, asset allocation, and the need for increased savings in a proven manner to employers and their plan participants. Beau is the leader of CoSource’s Fiduciary Task Team, which researches legislative trends that affect the fiduciary obligations of plan sponsors.