Tax Planning

How do I protect & grow my wealth?

How do I minimize my tax liabilities?

How can I grow my business?

How do I leave a legacy?

Creating your personal financial roadmap isn’t something we do in the abstract. Each client comes to us with a unique set of background circumstances, aspirations and practical constraints. We therefore begin our relationship by spending time to get to know you personally.

Based on our conversations, we create a Personal Financial Profile that is unique to you. We use your Profile as a starting point for everything else we do. It helps us understand not just what may be financially appropriate for you but, equally as important, what is going to feel natural for you and help you meet your life goals.

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We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.