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Santa Ana, CA CPA Firm

Personal Wealth Planning

Santa Ana financial planning servicesYou've worked hard to get to where you are. You've accumulated wealth that you want to use for retirement, protect from creditors, and eventually pass on to your heirs with minimal tax consequences. Tahim & Associates has helped many individuals and families protect and preserve their assets. Our personal wealth planning services are designed for  business owners and entrepreneurs who don’t have time to manage their assets and large families with many assets.

Our wealth management professionals offer  proven strategies for asset protection, retirement planning, wealth preservation, and family office services. We assemble an expert team that works together, on behalf of families and individuals with complex financial situations, to manage significant wealth. We act as an objective party that can assist with day-to-day accounting, bookkeeping, and bill paying. We will also facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, and others required to meet the needs of family members.

Trusted Financial Planning and Family Office Services

Planning adequately for the financial security of you and your family requires the assistance of a qualified financial partner. At Tahim & Associates, our Santa Ana, CA CPA firm has been working with individuals and families in Southern California for many years and we strive to build a lifelong relationship with each client. Request a free consultation or call 714-772-4744 now to learn more.

  • Cash flow forecasting and budgeting
  • Retirement plan distribution analysis
  • IRA and Qualified plan consulting
  • Education Planning
  • Bookkeeping and accounting for individual and entity
  • Family office services
  • Bill Payment by check, cash or wire payments
  • Cash management
  • Asset acquisition services
  • Investment management
  • Estate planning