CONNECT

Address:

2021 Las Positas Court Suite 165
Livemore, CA 94551

Phone:

925-447-0904

Fax/Other:

925-215-2386

TAX PLANNING

Tax planning is an essential component of wealth management. Proper advice and skilled planning can provide the roadmaps for cost savings and wealth creation. We can work with your existing accountant or recommend one to ensure that your entire advisory team is executing an efficient tax plan on your behalf.  Because we work so well within a team model, some of our greatest advocates are our clients' attorneys and tax preparers.

 

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Check the background of this financial professional on FINRA's BrokerCheck