Fiduciaries: We look out for what is right for you
|No client too small or too big|
|Knowledgeable, Experienced, and Proficient|
We’re here for you when you need to pick your 401(k) investments. Or get started on your investment portfolio. As a fiduciary, we look out for your interests. We also manage investments for those that don't want to do it themselves.
There are many financial goals in life: Buy a home. Send your kids to college. Retire comfortably. We help you develop a plan to set you on a path to achieve these goals.
Of course we prepare and e-file Federal and California tax returns as a Federally- licensed preparer. But we also help you minimize your taxes through extensive tax planning, and represent you in any potential audits at the IRS or California FTB.
Copyright © 2016 Oakhurst Financial | All Rights Reserved