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Who We Are

Our Values

accountable

We are accountable
We are committed to building accountable and longstanding relationships. We are transparent and tell our clients exactly what they can expect from us as their wealth and tax advisors.

independent

We are independent
We are a boutique, privately owned, independent firm, beholden only to our clients.

community minded

We are community minded
We are blessed to support numerous non-profit charities by giving of our time, talent, and treasures.

Fiduciary Integrity

We do the right thing
As Fiduciaries, we act with integrity and put our clients first.

Long term planning

We think for the long-term
We engage in a thoughtful decision-making process and believe that time tested core principles should drive our actions.

excellence

We strive for excellence
We make the extra effort, practice continuous improvement, and stay sharp by ongoing education, training, and mentoring.
Partners

Our strategic alliances.

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Investment Advisory Services Offered only by Duly Registered Individuals Through Team Financial Group, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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