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Personal Financial Plan

This service is a complete overview of your personal finances. It begins with an examination of your personal and financial goals and objectives; then, through that lens, a comprehensive analysis of your financial realm is completed, to include the following: net worth, estate planning, tax planning, company benefits, insurance, education planning, investment and retirement planning.

 

Upon completion, you are provided with a framework for examining your financial decisions, a tailored list of recommendations, projections of financial independence or retirement scenarios, and an action plan to aid you in the implementation of the recommendations.

 

This service is completed in two meetings with multiple members of the planning staff.

Action Plan

This service is for today’s young professionals and young couples with growing families. Utilizing a compressed financial fitness format, this service is completed in one meeting with two financial planners and generates a prioritized action plan to help meet objectives in order of priority.

 

Retirement Fitness Plan

Designed to assist you with the unique decisions and concerns of a retiree or pre-retiree, such as income generating investments, lump sum pension rollovers, estate planning revisions, long-term care planning, and company retirement options. This service is completed in two meetings with multiple members of the planning staff.

Tax Preparation

We at Wealth Management Financial Advisors provide you with an array of tax services including Individual and business tax preparation along with full-scale tax planning. We understand that proper, consistent planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income. Whatever your tax planning and preparation needs, we have the expertise to support you. We work all year to keep current on tax laws in order to minimize your tax liabilities and maximize your future opportunities.


Tax Preparation Services

  • Individuals (Federal and all states)

  • Corporations ("S" and "C")

  • Partnerships and LLCs

  • Trusts, estates and gifts

  • Nonprofits

  • Retirement plans

  • Employment & sales tax returns

  • Back Taxes

  • IRS & State Settlements.

 

Tax Planning Services​ 

  • Tax research

  • Representation for tax audits

  • Retirement planning

  • Purchase and sale of business

  • Sales tax planning

Credit & Debt Management

Wealth Management Credit service takes problematic credit reports seriously. We understand the applicable consumer protection laws, and we help our clients to leverage those legal rights so that their credit reports remain fair, accurate, and substantiated.

 

From bankruptcies, to charge-offs, to tax liens, we have challenged virtually every credit problem, doing work for our clients that resulted in thousands of items removed from their credit reports last year. Our experience in the credit restoration field, have helped many clients to turn their lives around.

 

Credit Repair is not what many people believe it is. Effective, enduring credit repair requires taking appropriate action with your creditors rather than simply creating ineffective disputes for credit bureaus. We help our clients frame the tough questions that they are legally entitled to ask, and we invoke several consumer protection statutes in our work to improve their lives.

Business Management

This service is for the self-employed individual who owns a majority (or equal) position in a company. It also includes all elements of the financial fitness with an emphasis on how the business structure impacts your personal financial planning

Recognizing and overcoming the common pitfalls associated with growth is essential if your business is to continue to grow and thrive. Crucially, you need to ensure that the steps you take today don't themselves create additional problems for the future. Effective leadership will help you make the most of the opportunities, creating sustainable growth for the future.

This service is completed in two meetings with multiple members of the planning staff.

Real Estate Services

This service is designed to assist in the development and implementation of an estate plan complicated through estate tax planning, blended family issues, business continuity or other concerns. Wealth Management Financial Advisors works with you and your attorney to draft an estate plan consistent with your values and goals, ready to be implemented when the need arises.

If you are struggling with your home loan, we can assist you.

Our subsidiary Wealth Management Realty provides the following real estate services:



  • Loss Mitigation Assistance

  • Refinance alternatives

  • Buying a home

  • Selling a home

  • Short Sale

  • Multifamily Investments

  • 1031 Exchanges

  • Commercial

 

The service includes the re-registration of assets and beneficiary designations to ensure that the estate plan is executed according to your wishes. Several meetings may be warranted.

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3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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