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Santa Ana, CA CPA Firm

Retirement Planning

retirement planning services in Santa AnaPeople are living longer than ever these days so there's good reason to develop a retirement plan that helps you keep control of your money, build wealth, and plan for a secure future. The experienced wealth management team at Tahim & Associates specializes in retirement planning for high net worth individuals and business owners. We'll work with you to achieve your financial goals and maintain your lifestyle during retirement while carefully preserving wealth for the next generation. Not only can we help ensure you get the highest possible value out of your accumulated wealth, we can show you how to plan for transferring your wealth to your beneficiaries with minimal tax implications.

We learn all we can about our clients' financial priorities and goals so we can recommend personalized strategies for retirement planning, profit sharing plans, 401 (K) plans, and more. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that you're financially prepared for the years to come.

Retirement Planning Solutions for a Secure Future

Contact Tahim & Associates today at  714-772-4744 for more information about our retirement planning services for individuals, entrepreneurs, and business owners. We'll work with you to formulate a solid plan for retirement that will preserve wealth and bring you and your family financial security. We work with clients in Santa Ana and throughout Southern California.

  • Pension plan design, installation, and annual administration
  • Defined benefit plans
  • Profit sharing plans
  • 401 (K) & 403 (b)(7) Plans
  • Personal wealth planning services