Your success is our only mission
- Client and relationship focused
- Team driven
- Counselors and Implementers
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- CFPs who understand your financial planning
- EAs who understand your tax ramifications
- Educators who teach and facilitate clients and their employees
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- Behavioral Finance drives financial outcomes
- Behavior creates or expands boundaries for solutions and often controls the plan
- In collaborating with your other Independent Wealth Advisors
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| The Financial Team, Inc.
6005 Hidden Valley Road, Suite 105 Carlsbad, CA 92011
760-448-2882 |
