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Tadman Financial, led by Marty Tadman, is a wealth management firm based in Newport Beach, California, dedicated to providing holistic financial planning and investment advice tailored to the unique goals of individuals and families. Since its inception in 2008, the firm has focused on alleviating financial stress for clients, allowing them to concentrate on what truly matters in their lives.
With a team of experienced professionals, Tadman Financial offers a comprehensive range of services, including retirement planning, tax and estate strategies, and cash flow analysis. The firm prides itself on empowering clients through education and personalized guidance, ensuring they are well-equipped to navigate the complexities of the financial landscape.
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