Palfini Financial is a virtual, fee-only firm based in Redding, CA, specializing in integrated wealth management through holistic planning, investment management, and tax planning. Their services cater to business owners, retirees, pre-retirees, and individuals with complex income situations, offering customized strategies to maximize resources and create ideal lifestyles.
With a focus on creating and managing wealth, financial independence, and optimal money decisions, Palfini Financial provides portfolios tailored to clients' objectives, risk management strategies, and ongoing monitoring to help grow and preserve wealth effectively. Their expertise in retirement planning, tax optimization, and equity compensation make them a valuable resource for those seeking comprehensive financial guidance.
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