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What keeps you up at night?

What keeps you up at night?

That’s the first question we ask when we meet with a new client.

 

Why do we start with that question? The most valuable thing we offer our clients is peace of mind. Our team has been providing comprehensive, personalized service to clients since 1985, offering tax preparation and wealth planning for people who have complex financial and professional lives.

 

We focus on simplifying what’s complicated, clarifying what’s important and crafting a financial plan that’s tailored to your long-term goals. From selecting investments to planning for retirement, every financial decision you make has tax implications — so our approach is holistic, using a combination of tax and investment expertise to analyze your entire financial picture. Our goal is to have you sleeping soundly in no time.
 

Contact

Office: (805) 644-0697

Fax: (805) 981-0698

1000 Town Center Drive

Suite 200

Oxnard, CA 93036

hey@taxwealthplan.com

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services are offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM.  Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners, CA #0G73148. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Carey & Hanna.

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This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice.