Industry Benchmarking

We compare your holdings to industry benchmarks with tax sensitivity.

Competitor Benchmark

We outline your holdings performance on up and down markets with tax implications.

A COMPREHENSIVE MENU OF RESEARCH PRODUCTS & SERVICES

James Franco, EA CRTP     |     100 East Thousand Oaks Blvd. Ste #260, Thousand Oaks, CA 91360     |     805-379-1776 Voice     |     805-379-4146 FAX

Analysis & Strategy

We design a strategy specific for tax reduction for life and for your estate.

Value Analysis

We analyzes your positions to reduce the tax drag on your overall returns.