Generations Tax and Wealth Management Information

We offer the ability to assist you in planning for every aspect of your financial life, including but not limited to: -Personal & Corporate Income Tax Planning & Preparation -Personal Retirement Planning -Insurance & Annuities -Investment Advisory Services Unlike our competitors in the tax industry, we are primarily planners, meaning we are open year round and can help make decisions today to lessen your tax burden next tax season. Unlike our competitors in the financial planning industry, we are also tax professionals, meaning we are able to provide you with another level of expertise when it comes to making investment decisions. Our goal is to be your one stop shop for all things affecting your financial world, to help plan & prepare for any eventuality, and to provide these services affordably while maintaining a relationship that goes beyond the typical advisor/client relationship you may have experienced with previous planners. Paying less income tax is the same as getting a raise; let me show you how its possible! Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera entities are under separate ownership from any other named entity.