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Tax & Financial Group

Tax & Financial Group
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  1. Home
  2. About Us
  3. Our Services

Our Services

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Financial Planning

  • Comprehensive Financial Planning
  • Fee Based Program
  • Annual Reviews
  • Group / Employee Seminars

Business Advisory & Problem-Solving

  • Valuation Techniques.
  • Optimized Tax Strategies
  • Business Planning
  • Business Succession Strategies
  • Employee Retention Programs
  • Executive Compensation Strategies
  • Buy Sell Funding Strategies

Investments

  • Investment Portfolio Management
  • Investment Advisory Services
  • Company Sponsored Retirement Plans
  • Mutual Funds
  • Tax-Efficient Investing
  • Money Manager Analysis

Retirement Strategies and Estate Planning

  • Qualified / Non-Qualified Retirement Strategies
  • Pension Plans
  • Annuities
  • Estate Transfer
  • Tax Reduction Strategies
  • Charitable Giving

Risk Management

  • Life Insurance
  • Medical Insurance
  • Long Term Care
  • Disability Income
  • Property & Casualty

Family Wealth Counseling

  • Redistribution of Social Capital
  • Increased Discretionary Income
  • Philanthropic Strategies
  • Planned Giving Services

Group Employee Benefits

  • Health Insurance
  • Dental / Vision
  • Pre-Tax Benefits / Cafeteria Plans
  • Voluntary Benefits
  • Group Disability
  • Group Life
  • Group Long-Term Care
  • COBRA Administration

TFG Donor Advised Funds

  • Serving Personal and Family philanthropic needs
  • Serving Corporate and Company philanthropic needs

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Contact Us

Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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