Financial Planning Stellar Advice, Comprehensive Service The rules of money have changed. If you handle your money the way your grandparents handled theirs, you may fail where they succeeded. That's because life is so different today. The cost of living has never been higher, while up to a third of your income goes to taxes. Longer life expectancies mean you run the risk of not having enough money to retire comfortably, and being unable to care for aging parents or leave a legacy for your children. And today's consumers relocate more often, change jobs more often, have children and grandchildren later in life, and even marry more often. That's why you need expert advice. You need Allied Tax Planners. We're much more than just a tax & financial firm: our clients enjoy professional guidance in all areas of personal finance, including college planning, retirement planning, mortgages, insurance and estate planning. Financial Planning Services Since 1978, Allied Tax has pioneered the combination of personal finance & tax planning. Our founder, Brad Haupt, had worked in the financial industry, selling investments. Often, he would talk to a potential client about an investment, but was told, "Sounds great, Brad. Let me talk to my tax guy." It was that repeated experience that drove him to create the tax AND financial services company that Allied Tax Planners is today. Our goal is to make the financial planning process simple and rewarding for you.  Simply tell us about your situation, and leave the rest to us.  We will present you with an investment portfolio tailored specifically to your needs, and we'll handle all the tax and record-keeping chores for you, conduct periodic reviews with you, and answer any financial questions you have whenever they arise. Contact us to schedule a free review of your portfolio or to begin your financial planning right away! 925-248-6800 or contact@alliedtaxplanners.com