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Services

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INVOICE PROCESSING SERVICES

Full visibility, total control.
Invoicing processing solutions have a crucial part to play with regards to your company's future, since inaccurate invoicing services will surely have significant impact on your enterprise's ratings as well as customer satisfaction metrics.
$250/hr
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Individual Tax Income

We start with your goal. Then, we make various recommendations and present the options on the current financial status you are in. This type of personalized strategy is called "goal-based processing," and research shows it improves outcomes by encouraging optimal behavior and more precise wealth management.
$300/hr
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Tax Coordinated Portfolio

Increase your portfolio value by an estimated 15% over 30 years.
Tax-Coordinated Portfolio optimizes and automates a strategy called asset location. It starts by placing your assets that will be taxed highly in your IRAs, which have big tax breaks. Then, it places your lower-taxed assets in your taxable accounts.
$300/hr
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Areas Served

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Newport Beach, CA

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Irvine, CA

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Huntington Beach, CA

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Laguna Beach, CA