Tax & Financial Group is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise.
Helping our Clients Build
Wealth for Generations
53
YEARS IN BUSINESS
2
DONATED TO CHARITY
100
FINANCIAL PROFESSIONALS
Helping our Clients Build Wealth for Generations
53
YEARS IN BUSINESS
2
DONATED TO CHARITY
100
FINANCIAL PROFESSIONALS
How We’re Different
Expertise
The one-on-one expert advice provided by your financial advisor is enhanced by our team of in-house industry-leading specialists who can address issues specific to your unique financial situation.
Lifetime Guidance
Financial success is a lifetime’s journey. Our mission is to be there for you through the pivotal decisions at each stage along the way to help you realize your financial goals and the life you envision.
Personalized Service
We provide financial advice tailored to your unique needs and goals. Your priorities are our priorities.
Trust Through Accountability.
Trust Through Accountability.
Trust Through Accountability.
Trust Through Accountability.
What We Do
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.
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.
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.
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.
Client-Centric
Financial Advisors
A diverse team of trusted financial advisors ready to help you align financial decisions with your values and priorities.
Who We Serve
We are here for you. Whatever your financial needs, TFG is committed to offering unbiased client-focused service.
Individuals & Families
We are dedicated to helping you establish and prioritize financial goals. Along the way, we help you prepare for major life events such as providing for a growing family, navigating career changes, saving for the education of children and grandchildren, and implementing a retirement strategy.
Executives
We provide specialized expertise and resources to help executives navigate the complex maze of financial options and benefits that often accompany corporate leadership. We take the time to understand your corporate benefits, executive compensation packages, and advanced estate planning decisions.
Professionals
Our clients come to us from a wide range of professional occupations, each with their own unique distinctions. Whether you are a partner in a large firm or a solo practitioner seeing her first patient, we understand the financial decisions that you will be considering at each stage of your career.
OUR PHILOSOPHY
This is Personal
At TFG, we take the time to know our clients and understand their goals, needs, and concerns. This approach allows us to provide personalized solutions so that our clients can use their financial and personal resources to enhance the lives of their families, to ensure the success of their businesses, and to strengthen their communities for generations to come.
Who We Serve
We are here for you. Whatever your financial needs, TFG is committed to offering unbiased client-focused service.
OUR PHILOSOPHY
This is Personal
At TFG, we take the time to know our clients and understand their goals, needs, and concerns. This approach allows us to provide personalized solutions so that our clients can use their financial and personal resources to enhance the lives of their families, to ensure the success of their businesses, and to strengthen their communities for generations to come.
Resources & Insights
Resources & Insights
Make a Life
With Us.
Looking for a financial services firm that can help
build and protect your legacy?
Make a Life
With Us.
Looking for a financial services firm that can help build and protect your legacy?
© 2023 Tax & Financial Group All Rights Reserved
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.
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.