The Financial Team - Financial Planning - Wealth Management Services

financial planning

Combining our wealth strategies with our team-based approach, we will help guide you through life’s complexities with confidence. We integrate all the components of your financial life to create a cohesive plan that puts you in the best position to achieve your dreams and goals.

You will receive next-level care from a team who live to go above and beyond. Along with our in-house CFP®s, EA and CPA, we work collaboratively with your team of professionals to deliver an integrated and comprehensive plan.

Components of a Financial Plan

Behavior Finance

Investment Planning

Insurance Planning

Retirement Planning

Estate Planning

Education Funding Planning

Tax Planning

Philanthropic Planning

Real Estate

Resource Partners

Estate Planning Attorneys

MediCal and Asset Protection Attorneys

Mortgage Specialists/Loan Officers

Insurance Brokers

Certified Public Accountants

Enrolled Agents

Social Security Specialists

Medicare Specialists

Escrow Officers

Banking Professional

your success is our only mission

Investment advisory services through The Financial Team, Inc. a California Registered Investment Adviser. Securities offered through Great Point Capital, LLC Member FINRA/SIPC. The Financial Team, Inc. and Great Point Capital, LLC are unaffiliated entities.