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solutions to individuals and families, retirement planning, estate planning, business owners, and executive benefits planning. Our mission is to provide clients, including life insurance, disability income insurance, long term care insurance, individual retirement accounts (IRA), IRA rollovers, annuities, estate tax

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team, Daniel Shahmoradian, CFP® specializes in tax planning strategies for households with a gross 500,000 of assets. We provide preliminary planning analysis and feedback at no cost, , tax loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams, as

focus on their life purpose. We offer comprehensive services including investment planning, education planning, estate and trust planning, cash flow management, retirement planning, income tax analysis and insurance analysis. Our

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