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(559) 472- 7370

How will your social security benefits fit into your overall retirement plan?

Planning for retirement should’ve started in your 30s, not at 62 years old.

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Access Your FREE Social Security Benefits Guide & Recorded Seminar

Would you rather spend an hour planning your retirement funds now or scramble to save later when it may be too late? Here is what some of our tax-savvy retirees knew in their 40s & 50s to live a comfortable retirement, and we simplified expert retirement strategies that will maximize your social security benefits and minimize taxes on those benefits in this seminar. CPA & Financial Planner duo share skillful strategies for today’s generation to retire with a solid plan, reach your ideal retirement lifestyle, and feel confident when you are ready to hang up your hat. 

Sign up for your FREE guide. You are one step closer to living your ideal retirement lifestyle. 

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To improve the quality of life of our clients, team, and community. Exclusive service with big firm expertise, we offer business owners in Fresno and throughout California holistic CPA services. We are your team of CPAs, accountants, tax managers, and business advisors.


7110 N. Fresno Street, Suite 200 Fresno, CA 93720 ​


Tel: (559) 472-7370


Fax: (559) 472-7371 ​

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