Broker Check

24422 Avenida De La Carlota
Suite 300
Laguna Hills, CA 92653


Patrick A. Thompson, AWMA®

(949) 305-5836


Tax Management

Minimize your tax burden.

We help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves your best interests.

Our Tax Management Services Include:

  • Estate Tax Reduction Strategies
  • Annual Tax Management Review
  • Concentrated Stock Planning & Muni-Bond Laddering
  • Integration & Coordination with CPA on Tax Savings Strategies
Learn More From Our Tax Resource Center