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Maven Financial

Tarzana, California, United States

General Info:

No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Risk management: how to protect your assets Taxation: how to minimize your tax burden Business planning: how to grow and manage your business Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.

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