Today. Tomorrow. Together.
California is special. We know that’s why you’re here. That’s why we’re here. And we understand you have unique “Californian” goals. From investing towards your retirement, saving for your children’s education, purchasing a new boat or finally getting a beach home in the community of your dreams. We get it. And i’m here to help make those dreams a reality.
I Koral Dahan, an industry expert with years of experience and recognized as a Top Financial Advisor, Financial Advisors is a comprehensive financial planning and wealth management firm with highly skilled certified financial advisors specializing in serving the needs “Californian”.
Together, let’s start planning your financial future – today.
I look at your whole financial picture, not just parts of it. It starts with an initial consultation where we learn about you, your family, your career, your goals and dreams. All of my services come with client access to online accounts and financial calculators, as well as reporting and analysis. I pride ourselves on always being available to quickly address any changes in your financial needs.
Equipped with a thorough understanding of your needs, i will help you understand the variety Account Types and Investment Types available to you and enable you to make the right choices for you, investment goals, and your family or your business.
Financial Planning
Our path to financial success begins with understanding your unique needs and goals. I will take the time to get to know you personally so that i can help shape your financial future. If engaged to do so, i’ll help you create your financial plan and provide you with ongoing progress updates to help make sure you’re on track.
Wealth Management
I offer a wide-range of specialized wealth management services to help you grow and manage your wealth. As a wealth advisors i have experience in dealing with complex and highly-specialized investment strategies to help grow, sustain and protect your investments.
Advanced Tax and Insurance Strategies
I know that complex financial challenges require advanced solutions. That’s why your financial advisors is armed with strategies to meet tax and insurance needs to help allow your investments to continue to grow.
Business Owner Services
Whether you’re a doctor or lawyer with their own practice, an entrepreneur with a growing company or the CEO and founder of a large company, running a business presents very specific financial needs and requirements. Because we start all of our conversations by incorporating your professional circumstances into your financial plan, i know how to tackle these issues from the start and have all of the tools you’ll need to help keep your business and personal finances thriving.
Depending upon your situation, these tools can include:
- Business Continuity Planning
- Owner and Executive Compensation Plans
- Qualified Retirement Plans
- Key Employee Retention Plans
- Business Succession Planning
