Wealth Management Services

Attaining Financial Freedom

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Everything we do is to help you identify, clarify, and achieve your freedom. Two crucial pieces of this puzzle are retirement planning and wealth management. Our tax and accounting work ultimately leads to a purposeful financial plan. This plan leads to your freedom.

More than just accountants.

We’re true partners to our clients and their businesses.  It’s our responsibility to see the process through.  This results in:

  • Less uncertainty and risk
  • No need to manage multiple advisors
  • Lower cost
  • Peace of mind

Financial Planning Consultants and our partners.

We administer our wealth management practice through Financial Planning Consultants, LLC (FPC), a California registered investment advisor specializing in developing pragmatic, dynamic financial plans.  We maintain a strategic partnership with the following financial advisory firm to deliver our premier solution:

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