Sep
14

Orange County has a New Financial Planning Leader

posted on September 14th 2018 in WorthPointe News with 0 Comments

PRESS RELEASE Orange County has a New Financial Planning Leader John Chapman, CFP® opens the door to WorthPointe’s newest office   Newport Beach, Calif. (September 14, 2018) – WorthPointe, a boutique financial planning firm built with clients in mind, has opened its newest office in Orange County. With almost a decade’s worth of experience in […]

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Sep
10

Why Californians Need to Be Ahead of the Game

posted on September 10th 2018 in San Diego CFP Team Posts with 0 Comments

We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments on how most Californians could benefit from a better tax strategy:

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Sep
25

Property Tax Savings for California Seniors (55+)

You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]

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Apr
02

Beverly Hills Physicians Turn To Fee-Only Fiduciary For Advice

posted on April 2nd 2017 in Austin CFP Team Posts with 0 Comments

Top 5 Financial Tips for Doctors

Top 5 Financial Tips For Doctors From Morgan H. Smith Jr. IMBA CFP® Beverly Hills, known for its excellence in products and services, attracts an incredible number of talented physicians from the best medical institutions in the country. Establishing a business in Beverly Hills can provide for exceptional opportunities. Unfortunately, many physicians are preyed on […]

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