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(949) 474-7012

23 Corporate Plaza Dr. Suite 150

Newport Beach, CA 92660

Services For Individuals

Tax Preparation

Our comprehensive tax planning and compliance services include individual, corporate, partnerships, LLC's and trust tax returns.  Learn more

Tax Planning

Proper tax planning helps you increase the opportunity to minimize taxes as well as anticipate the amounts that will become payable in the future. Learn more

Professional Money Management

We can help you navigate through the confusing world of making important financial decisions by doing a complete evaluation of your current financial situation and your goals for the future. This evaluation will show how on track you are for your financial goals, and will provide guidance on how to pursue them. 

By also doing a review of the 8 Wealth Management issues and how they pertain to your financial planning needs, we can provide you with valuable information to help you make important financial decisions. Decisions such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Once we have determined the areas that  are important to you, we will help you start “Planning with Purpose." Investment and financial planning services are offered by Richard White through his affiliation with HD Vest. Learn more

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Learn more