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Financial Plan

Our Comprehensive Financial Plans involve the detailed review and analysis of all facets of your financial situation, helping you see the big picture and set long and short-term goals. We believe that your plan will become a roadmap to your financial future and success.

Our Financial Plan typically includes the following areas:

1. Identifying and Prioritizing Goals

2. Retirement Plan Analysis and Strategies

3. Tax Planning*

4. Estate Planning*

5. Risk Management

6. Education Planning

7. Investment Overview

8. Cash Flow Management

Our plan fees will depend on the degree of complexity.

To schedule a consultation and learn more about our Financial Plans, please click here or call us at (714) 919-4446. We look forward to meeting with you!

*We do not prepare tax returns or draft estate documents. However, we can refer you to one of our CPA and/or attorney contacts.