Wealth Tax Planners is a highly acclaimed financial advisory firm based in Walnut Creek, CA, providing comprehensive retirement planning and investment advice since 1984. With a team of experienced professionals, they offer personalized services to help clients retire comfortably, save on taxes, and make wise investment decisions. Their approach involves creating custom retirement projections that consider various factors such as taxes, inflation, and life expectancies, ensuring that clients' money lasts throughout their retirement. They prioritize clear and unbiased advice, avoiding fads and false promises, and focus on achieving solid returns with lower risk through a combination of low-cost ETFs and actively managed mutual funds.
Wealth Tax Planners has received multiple awards and recognition for their exceptional service, including being named among the Top Financial Planners in the US and being featured in Forbes Magazine. Their team of seasoned investment advisors brings extensive expertise from backgrounds in business, law, and Wall Street, along with advanced technical degrees. They have a strong reputation for their successful retirement planning classes and have authored a book on achieving retirement education security. With a commitment to placing clients' interests first, Wealth Tax Planners is dedicated to helping individuals and businesses in Northern California achieve financial success.
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