Tax Advisory Group

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

36 Years

in Business

(415) 752-6222Call Visit WebsiteVisit Website Map & DirectionsDirections299 Arguello BlvdSan Francisco, CA 94118 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Francisco with Investment Advisory Service

Sausalito (9 miles)
Daly City (9 miles)
Belvedere Tiburon (10 miles)
Marin City (11 miles)
Brisbane (13 miles)

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Email

Neighborhoods

Northwest San Francisco, Laurel Heights-Jordan Park, Inner Richmond

AKA

The Financial Advisory Group

Financial Advisory Group

Other Links

http://www.moneyjungle.com

https://www.moneyjungle.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (415) 752-6222

Address: 299 Arguello Blvd, San Francisco, CA 94118

Website: http://www.moneyjungle.com

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Tax Advisory Group

Tax Planning
Prior to formally entering the field of investment management, financial and tax planning, Mr. Davis was responsible for planning activities involving hundreds of millions of dollars in various analysis and operating capacities. Including nine years with General Motors and Mellon Bank, he spent over twenty years in corporate responsibilities, serving as chief financial officer in a number of organizations.
Estate Taxes
Tax Services
Income Tax
Trusts can have an impact on both Income Tax and Estate Tax. Some trust strategies can dramatically lower Income Taxes for many years.

Investment Management
Founded in 1985, The Financial Advisory Group is a full service, fee-based, investment and strategic financial advisory firm that serves individuals, corporations, estates and trusts. Services provided include overall strategic tax and financial planning, investment planning and management, risk control, estate planning, asset protection, and general consulting on personal and business matters. The key characteristics that make us valuable to clients are the depth of our knowledge, the breadth of our experience and our integrity in always putting the client’s interest first. Our advisors are licensed in investments, insurance and taxes in order to assist clients with both the analysis of alternatives and implementation of their decisions.
Mutual Funds
Following the painful 2000 Bear Market, most mutual funds accumulated tax loss carryovers that allowed them to reduce their capital gain distributions for a number of years. In some cases funds more than doubled in value without significant taxable distributions.
Bonds
Wealth Management
The acquisition, management and retention of wealth are the primary activities of our firm. Our goal is to reach an in-depth understanding of the client’s desires and risk tolerance so that the optimal investment mix is clear.

Accounting Services

Financial Planning
Our firm provides a full range of financial planning services. Click the links below for a description of our qualifications and expertise in these areas.
Retirement Planning
Retirement Planning is a primary goal for virtually every working person. Funding a comfortable retirement has become a greater challenge as life expectancies increase and employer provided pensions become less certain for many.
Annuities
Our advisors are licensed to provide clients brokerage services with all types of investment securities including stocks, bonds, derivative products, mutual funds, exchange traded funds, variable annuities, and variable life insurance products. In addition, our consultants are also licensed brokers for all types of insurance products.
Long Term Care
In addition to investment securities, our professionals are licensed to provide fixed Life, Health, Disability and Long-Term Care insurance coverage with many of the highly rated, nationally known, companies.
Living Trusts
We have many years of experience creating estate plans designed to minimize tax and administrative costs, enabling maximum distributions to heirs. These strategies often involve living trusts, charitable trusts of various types, life insurance trusts, grantor retained interest trusts, residential trusts, private annuities, charitable foundations, and many other strategies tailored to the client’s needs.
College Funding
The challenge of paying for the education of children is second only to that of retirement. There are many ways to fund educational expenses: 529 College Savings Plans [IRS Section #529], Educational Savings Accounts [ESA’s], Uniform Gifts / Transfers to Minors [UGMA’s / UTMA’s], and trusts of various types. Some of these programs are given preferential tax treatment. Accounts are subject to special tax rules that limit income shifting tax advantages, annual contribution limits and total contribution limitations. Gifting to some programs is restricted for higher income parents.
Asset Protection

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