We are dedicated to helping you establish and prioritize financial goals and develop steps to achieve them. Along the way, we help you prepare for major life events such as:
Individuals &
Families
Individuals & Families
We Can Help You With
Growing Family – Invest in your family’s financial well-being
From marriage to having children, the excitement of growing your family brings new financial commitments. It is important to take into account the financial implications that come along the way. Financial stability is important because it allows you to prepare for the future and have a sense of security.
Education – Prepare for the future
Preparing for the cost of education is an important part of financial planning for many families. This includes understanding the different types of educational expenses that you may be faced with, understanding the various options available for financing education, as well as tax implications of these options.
Key Life Purchases – A significant impact on your finances
Buying a house, a car, or a vacation home? These key life purchases are an important decision that can have a significant impact on your financial future. It is important to consider the long-term implications of any purchase to ensure that it is a wise investment. We can help to assess the risks and rewards associated with a purchase and provide guidance on how to make the most of it.
Retirement – Creating a strategy designed to last
Creating a retirement strategy is an important step to ensuring financial security in the future. The earlier you can begin saving, the more time you have to save and invest. It is important to create a strategy with the goal of having enough money to last throughout your lifetime. This means taking into account factors such as inflation, investment returns, and life expectancy.
Legacy Planning – Ensure your loved ones are taken care of for generations to come
Legacy planning involves creating a plan for how your assets will be distributed while helping maximize the value of your estate by minimizing the amount of taxes you will owe when the time comes. Additionally, it is important to create a comprehensive estate plan that will ensure your wishes are carried out as you envision.
Divorce – Separation is never easy, but with the right planning, you can make it a smoother transition
Divorce planning is an important step for couples who are considering separation. Taking the time to plan for the financial implications of a divorce is a major task. This includes understanding the financial impact of dividing assets, liabilities, and income, as well as the tax implications of the divorce.
We Also Help
Business Owners
For over 50 years, TFG has specialized in helping business owners with many critical and complex decisions that they face throughout their careers. We can help you develop and implement strategies to successfully navigate all stages of your company’s lifecycle.
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.
We Also Help
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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.