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Advisor Resources

Tax planning is a crucial element of effective wealth management. We believe that as we—our client's tax, legal, and financial team—work together, we can help our client pursue their financial goals. 

In that vein, we’re offering complimentary resources for you. 

2021 Key Financial Data Download

For all of our legal and advisor friends, below is a complimentary download of the 2021 financial rate card. Please select the version from our office that is closest to you. 

El Cerrito

El Cerrito Key Financial Rate Card Download 2021, complimentary resources

Walnut Creek

Walnut Creek Key Financial Rate Card Download 2021, complimentary resources