Financial Planning

Newport Beach wealth management services

Preparing for certain turning points in your life like the sale of a business, financing your children's education, or retirement, require careful financial planning. Balboa Tax & Accounting Services is here to help with a holistic approach to wealth management. Our advisors will work with you to help achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.

Your advisor will show you how to take proactive steps that will align your finances to help your long-term objectives. First, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will help safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you have more confidence knowing that your family will be more financially protected in the years to come.

The advisors at our firm provide comprehensive financial planning services for busy professionals, families with a large number of assets, and high net worth individuals in the Newport Beach, CA area. Call us at 949-752-1120 to schedule a free free consultation today.

Investment Advisory Services offered through Lion Street Advisors, LLC. (LSA), an investment adviser registered with the SEC. Balboa FL, Inc. and LSA are not affiliated. LSA does not provide tax or legal advice.

Wealth Management Services