Strategy About Resources Contact Client Center Financial Planning Cutting Edge Financial Analysis Our goals based analysis, life stage planning, tax optimization modeling, and retirement accumulation and distribution outcome simulations are all designed to deliver the critical information you need to make the best decisions for your finances. At the Wealth Strategies Group, we use the latest in advanced financial analysis software from the most trusted names in the industry. Tax Optimized Retirement Planning Our advanced planning, implementation, and monitoring capabilities will give both you and your accountant peace of mind that your entire investment portfolio and retirement income sources are optimized to generate the highest income with the least amount of excess taxes. Increasing your after-tax income by identifying the best investment type, asset location and sequence of withdrawals to minimize taxes is critical to retiring securely. Schedule an Appointment with the Wealth Strategies Group today SCHEDULE NOW (888) 848-4144 17011 Beach Blvd, Suite 150 Huntington Beach, CA 92647 2264 Fair Oaks Blvd, Suite 201 Sacramento, CA 95825 Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Past performance is not a guarantee of future results. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 Check out the background of firms and investment professionals on FINRA’s https://brokercheck.finra.org/ Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc © 2019 Wealth Strategies Group. All rights reserved.