CROSSROADS PLANNING, LLC
765 The City Drive South, Suite 390, Orange, CA 92868 DIRECTIONS
Since 2015
Here’s The Deal:
Crossroads Planning, LLC is a Registered Investment Advisor in California. Their team is energetic, flexible, and open-minded, ready to work hard for their clients. They aspire to help their clients lower their tax liability and optimize their finances through innovative and creative financial planning. They desire to establish a long-lasting relationship with every client that can be passed on from one generation to the next. They strive to build a strong foundation with every client and provide the best possible solution. They use multiple tax strategies and planning to maximize their client's needs while minimizing their exposure to tax liabilities. They work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal. Contact them to schedule a meeting.
SPECIALTY:
Financial Planning, Portfolio Analysis, Tax Planning, Investment and Money Management, Retirement Account, Profit Sharing and Money Purchase Plans, Tax Preparation & Estate Planning
TBR® Inspection Report:
CLEARPATH FINANCIAL
1100 Town and Country Road, Suite 1250, Orange, CA 92868 DIRECTIONS
Since 2016
Here’s The Deal:
ClearPath Financial is a family-owned, goals-based, independent financial planning firm serving clients from all walks of life. Their team of professionals has years of experience in financial services. They believe that keeping their firm small-medium allows them to provide a higher degree of attention and focus to those they do. They work to create a map and implement a financial strategy that you can be confident in the guide you to your dream retirement destination. ClearPath Financial has recruited the highest quality professionals to guide you along your path. They invite you to discover and experience the power of their services. Contact them to schedule a meeting.
SPECIALTY:
Retirement Income Planning, Active Wealth Management, Life and Long-Term Care Insurance, Strategic Tax Planning, Financial Risk Assessment, Estate & Legal Plan Services
License # 0L28494
TBR® Inspection Report:
SOUND FINANCIAL SERVICES
1224 East Katella Avenue, Suite 102, Orange, CA 92867 DIRECTIONS
Since 1990
Here’s The Deal:
Sound Financial Services is one of the best financial services located in Orange. Craig Attanasio is the founder of this firm. Sound Financial Service's mission is to get to know and understand your needs, wants, and long-term goals. They want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They aim to get to know and understand your needs, wants, and long-term goals. They are committed to utilizing their resources to help their clients pursue their dreams.
SPECIALTY:
Retirement and Tax Plans, 401(k), 403(b) Planning, College, Estate Plan, Money Purchasing & Profit Sharing Plans