Financial Consulting

We distinguish ourselves from our competition by providing top quality service in assisting you with formulating and implementing a financial plan that is customized to accommodate your individual needs. Our approach begins with an assessment of your personal resources and the development of goals to facilitate the planning process. Our experienced financial professionals provide quality advice to assist you in creating and implementing your financial plan. In addition, we work with you to monitor and reassess your financial position to assure that your actions remain aligned with your goals.

  • Individual income tax planning
  • Estate and gift tax planning
  • Charitable giving strategies
  • Assistance with IRS or state tax audits
  • Compensation and benefits planning
  • Insurance planning and risk management
  • Investment planning including diversification
  • Retirement planning

“Our business continues to grow ever day thanks to the confidence our clients have in us. We cover many industries such as real estate, insurance and financial services just to name a few”

How can we help you?

Contact us at our local Orange County office nearest to you or submit a general inquiry online.

“After having my home on the market for six months and not receiving any offers, I decided to switch my home sale over to Local OC Realtors. They immediately provided me with a suite of services on what was needed to sell my house. Great Job!”

Amanda S
Anaheim, California

Planning your financial future. Growing your personal wealth.