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.
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
Recent Articles
- 2024 Year-End Tax Strategies for Crypto Investors December 16, 2024
- 2024 Last-Minute Year-End Medical Plan Strategies December 3, 2024
- 2024 Last-Minute Year-End Retirement Deductions November 26, 2024
- 2024 Last-Minute Year-End Tax Strategies for Your Stock Portfolio November 19, 2024
- 2024 Last-Minute Tax Strategies for Marriage, Kids, and Family November 12, 2024
Article Search
Enjoy
the ride.
Company
Services
- Tax Resolution
- Tax Preparation
- Accounting
- Financial Planning
- Estate Planning
- Entity Formation
- Investment Coaching
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.