Upcoming Events

Tax reform is complex and has been exacerbated by constant new legislation to overcome the many hurdles of 2020. Do you know how it affects you?  As a medical professional your time and money are valuable. It is our top priority to address all risks that may not have been addressed and fill any gaps in your financial planning. This webinar will walk through the most effective tax strategies for your practice. We will demonstrate our process of achieving maximum tax reductions that incorporate new tax reforms such as the Tax and Jobs Act, SECURE Act, and CARES Act. To keep up with the consistent change, it is critical to have a team of advisors managing your balance sheet to optimize the protection and growth of your financial assets. You deserve advisors who understand how to navigate the complexity of our current environment and how it affects your practice. We are here to help.

Jonathan Barrera

 512.423.3250

Raquel Naranjo

805.883.3944

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400.  Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0H73984. | 2020-104919 Exp 07/22
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