255 East Santa Clara Street,
My financial picture is too confusing.
Our retirement accounts need to improve.
I need both legal and tax advice.
I need help choosing prudent investments.
Will I outlive my money?
How safe are my investments?
Do I need a Trust?
When can I afford to retire?
We strive to educate our clients on financial matters. At PAS, we strive to improve the lives of our clients. PAS can design a complete income program for retirement. With our estate planning attorney and CPA, we can help in all financial matters.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Independent Financial Group nor its representatives may give legal or tax advice.