Achieving financial success is a complex and confusing process to even the most experienced investor, one that requires a significant amount of time, knowledge and discipline.
Investment Management
Investment Management
Achieving financial success is a complex and confusing process to even the most experienced investor, one that requires a significant amount of time, knowledge and discipline.
We take a personalized and proactive approach to investment management that puts your long-term financial goals front and center.
We take a personalized and proactive approach to investment management that puts your long-term financial goals front and center.
OUR INVESTMENT PHILOSOPHY
Goal-Oriented Investing
We believe in getting to know our clients and their goals. By helping to set specific objectives for your investments, we can create a roadmap to help you achieve your financial dreams.
Personalized Investment Planning
Each investment plan is designed to meet the specific short, medium and long term needs of our clients. Some of the areas taken into consideration are personal risk tolerance, full balance sheet, income needs, and liquidity needs.
Life-Stage Informed
We tailor investment strategies to each stage of life. An investment strategy that is appropriate for you early in your career may be different than the strategy that is designed to serve your needs as you move into retirement. Our financial advisors will help you adjust your investment strategy at each stage of life as appropriate for you.
Fiduciary Care & Loyalty
We are committed to putting our clients’ interests first. Objective and personalized investment solutions, coupled with conducting continuing reviews to monitor and evaluate progress toward goals is a cornerstone of our process. We do better when clients do better!
Personalized Investment Strategy.
Personalized Investment Strategy.
Personalized Investment Strategy.
Personalized Investment Strategy.
Sensible Diversification
Any number of individual investments and asset classes rise and fall in favor and value. The solution can be to have a broadly diversified portfolio of non-correlated assets that are tailored to your time horizon and risk tolerance. A great number of possible portfolios exist that can help you reach your goals, but maintaining diversification is key.
Long-Term
Discipline
There is a saying that time in the market is more important than timing the market. We are careful to design investment strategies that fit with your personal risk tolerance and needs so that you are able to weather short-term market volatility and stick to your long-term plan.
Fee-Sensitive
Fees impact investment returns over time. Our advisors will explore investment options that offer low fees such as index funds or exchange-traded funds (ETFs) to help maximize returns while minimizing fees.
Tax-Aware
Tax-aware investing is a critical component of a successful investment strategy that aims to minimize taxes and maximize after-tax returns. By understanding the tax implications of investment decisions, we can help you optimize your portfolio for tax efficiency. We use a range of techniques to achieve this, including tax-advantaged accounts, strategic asset location, and tax-loss harvesting. Our goal is to help you keep more of your hard-earned money and achieve your long-term financial goals.
We can help
you with:
STOCKS & BONDS
401(K)S
529 COLLEGE SAVINGS PLANS
ANNUITIES
EXCHANGE-TRADED FUNDS (EFT’S)
DONOR ADVISED FUNDS
MUTUAL FUNDS
IRAS
Browse More Services
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.
Business 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.
Browse More
Services
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.
Business 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.
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
Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk. 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.
Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk. 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.