Socal Integrated Wealth Advisors

we know that financially successful individuals, families, and business owners share three common goals: 1.they desire to reduce their current and future taxes; 2.they wish to ensure their lifestyle, both now and in retirement; and 3.they want all their financial affairs coordinated, including financial, tax, legal, and insurance matters. unfortunately, most fail to fully achieve any one of these goals, much less all three, primarily because their current financial professionals do not work together in a collaborative and holistic manner. after all, each professional works for a separate firm with no incentive to coordinate matters outside their immediate responsibilities. socal integrated wealth advisors was formed by independent financial planners, tax planners, cpa's, estate attorneys, business law attorneys, insurance experts, and other complementary professionals to address this fundamental flaw in most investor’s financial situation. working as a coordinated team, we regularly di