Independent RIA

Wealth Management

The SmartChoice Wealth Strategy® is your foundational guide that combines a deep understanding of timeless financial concepts, sound knowledge of economic forces, investment and taxes, and in-depth evaluation of risk dynamics.

By focusing on 7 key areas of your financial lifestyle, we can design a financial plan that is specifically tailored to your circumstances and aims. We’ve developed our strategy for clients just like you: folks who value tax efficiency, not running out of money, keeping your wealth in your family.

You’ve worked hard to build your wealth and get to this place in life, so it’s time you meet with a team who’s going to work just as hard to help you live your best life. Are you ready to find out if your financial strategy is on the right track?

Your Wealth & Tax Team

  • Investment and Research

    Oversees your investment portfolio and ensures it meets your planning objectives
  • Wealth and Tax Planning

    Crafts, reviews, and updates your financial plan each year in response to your changing circumstances and goals, and seeks to implement optimal tax strategies.
  • Advisors

    Gives recommendations and attends all meetings
  • Client Services

    Helps ensure all administration information is updated and that your needs are handled.

Questions we help answer:

  • How do I take income from my IRA or 401(k) investments?
  • Am I on the right track with my investment strategy?
  • What kind of planning can I do to avoid becoming a burden on my family?
  • When do I take Social Security?
  • Will I run out of money in retirement?
  • How do I manage taxes in retirement?

Complimentary "Get Acquainted" Meeting

Independent RIA

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Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. 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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