We specialize in a robust range of service offerings available to help meet your overall financial needs.
Your comprehensive
financial solutions
in one place.
Your comprehensive
financial solutions in
one place.
We specialize in a robust range of service offerings available to help meet your overall financial needs.
Comprehensive Financial Solutions
Comprehensive Financial Solutions
Comprehensive Financial Solutions
Comprehensive Financial Solutions
01
Financial Planning
Our financial planning process uses a comprehensive approach to fully understand our client’s entire financial situation. We design and develop strategies that help our clients increase spendable income, protect assets against unforeseen risks, minimize the impact of taxes, and increase net worth.
02
Investment Management
We take a personalized and proactive approach to investment management that puts your long-term financial goals front and center. By taking the time to understand your unique financial situation, risk tolerance, and investment objectives, we develop customized investment strategies that are designed to meet your specific needs.
03
Business Planning
From business formation to exit planning, business owners experience a wide range of opportunities, challenges, and rewards. Through our business planning services, we provide experience and knowledge to provide our clients with the confidence and clarity to take the steps necessary to reach their goals.
04
Insurance Services
Without a properly thought-out risk management program the consequences of an unexpected accident or health challenge can be devastating to even the most thought-out financial strategy. We believe that understanding the options is essential to making good financial decisions.
Make a Life
With Us.
Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.
Make a Life
With Us.
Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.
© 2023 Tax & Financial Group All Rights Reserved
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm 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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm 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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.