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how we serve our clients
Beginning with your needs, goals, and the depth of relationship you desire, we offer three categories of service. Whether you are a tax client, seeking specific investment strategies, or looking for comprehensive financial planning, you will experience our team approach and fiduciary level of care throughout.
Beginning with your needs, goals, and the depth of relationship you desire, we offer three categories of service. Whether you are a tax client, seeking specific investment strategies, or looking for comprehensive financial planning, you will experience our team approach and fiduciary level of care throughout.
tax services 
Tax planning and preparation is the foundation for a solid financial plan. We offer a unique in-house tax department that specializes in preparing individual, estate, trust and corporate returns. (Read more.)
comprehensive wealth strategies
Specializing in portfolio management, institutional investment real estate, risk management, taxes and closely held business exit planning; we partner with the best-in-class product providers to complete your financial needs. (Read more.)
financial planning
Combining our wealth strategies with team-based financial planning, 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. (Read more.)
Tax planning and preparation is the foundation for a solid financial plan. We offer a unique in-house tax department that specializes in preparing individual, estate, trust and corporate returns. (Read more.)
comprehensive wealth strategies
Specializing in portfolio management, institutional investment real estate, risk management, taxes and closely held business exit planning; we partner with the best-in-class product providers to complete your financial needs. (Read more.)
financial planning
Combining our wealth strategies with team-based financial planning, 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. (Read more.)
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.
