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At the end of December 2020, Tax & Financial Group (TFG) wrapped up the holiday season by participating in the Families Forward Adopt-a-Family Holiday Gift Program. Families Forward is an Irvine based organization that exists to help families in need achieve and maintain self-suiciency through housing, food, counseling, education and other support services. The holiday season is the busiest time of year for volunteering at Families Forward. Each year, over 800 families are adopted through their Adopt-a-Family program, bringing joy to more than 2,200 children with special gifts for the holidays.

With 2020 being a diicult year for the community, TFG wanted to give back to three local families. TFG was fortunate to be able to shop for each family which included multiple children from toddlers to teenagers. Several associates of the oice contributed to the holiday shopping eorts through finding items from each families wish list which included toys, clothing, groceries, and other items. At the same time, other members of the firm sent warm holiday greetings through a group card provided to the families.

TFG associates felt grateful to take part in sharing the holidays with the community.

About TFG:

Tax & Financial Group (TFG) is a comprehensive financial services firm headquartered in Newport Beach. For nearly 50 years, Tax & Financial Group has been helping people use their financial and personal assets to enhance the lives of their families, the success of their businesses and the strength of their communities for generations to come. Tax & Financial Group provides a wide range of financial products and related services and is firmly committed to providing their clients with proven expertise, sound strategies, and unparalleled service. TFG’s talented financial service associates pursue this goal with energy and enthusiasm. To learn more about Tax & Financial Group visit www.tfgroup.com.

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With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

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.

Important Disclosures
Business Continuity

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.

Important Disclosures
Business Continuity