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It’s Your Future: Build a Financial Picture That Fits Your Goals

Cookie cutter financial plans are not always bad, they’re just not tailored to your needs. We like to focus on the tailoring. Contact an advisor to experience the difference.

Our Services

What We Do

Taxation

Prep, Resolution, and Compliance for Individuals & Entities

Accounting

Tax, Crypto, and Financial Accounting

Financial Planning

A Wholistic Approach

Investing

Investment Coaching with Economic Climate Considerations

Business Advisory

Assisting LLCs, Partnerships, Corporations and Sole Proprietors

Estate Planning

Revocable Living Trusts and Related Techniques for Asset Protection

Wealth Mgmt

Assistance with Managing Significant Assets with Generational Considerations

Retirement

Cash Flow & LifeStyle Planning / Management

The Financial Dream Team, USA, LLC

Enjoy
the ride.

Let us take the mystery out of financial planning so you can focus on what matters.
— Free Consultation
1-408-778-9651

Services

Locations

Silicon Valley
84 W. Santa Clara St., Ste 700
San Jose, CA

Sacramento
Appointment Only

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Copyright All rights Reserved. Financial Dream Team, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Financial Dream Team, USA, LLC is a registered business in Califronia. Provided content is for informational purposes only.

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