James Franco, EA CRTP     |     100 East Thousand Oaks Blvd. Ste #260, Thousand Oaks, CA 91360     |     805-379-1776 Voice     |     805-379-4146 FAX

Competitor Benchmark

We outline your holdings performance on up and down markets with tax implications.

A COMPREHENSIVE MENU OF RESEARCH PRODUCTS & SERVICES

Analysis & Strategy

We design a strategy specific for tax reduction for life and for your estate.

Industry Benchmarking

We compare your holdings to industry benchmarks with tax sensitivity.

Value Analysis

We analyzes your positions to reduce the tax drag on your overall returns.