Tax Centers 360

TK Wealth Management, located in Laguna Hills, CA, specializes in creating customized financial plans that prioritize protection and accessibility to funds. Their goal-based approach focuses on identifying short and long-term financial objectives while addressing key life events such as retirement, education costs, and unforeseen circumstances like disability or critical illness. The firm emphasizes a transparent and effective planning process, which includes assessing a client's total financial needs and continually monitoring the plan to adapt to changing circumstances. By collaborating closely with clients, TK Wealth Management ensures that the chosen financial products and strategies align with individual goals and aspirations. Generated from the website

Kresser Emma CPA is a professional corporation based in Laguna Hills, CA, offering a comprehensive range of fiduciary and accounting services tailored to meet the specific needs of clients. Led by Emma Kresser, a Certified Public Accountant and licensed professional fiduciary, the firm is dedicated to providing both informal and formal court accountings to serve the needs of estates, trusts, and conservators. The firm’s objectives focus on delivering a complete package of services that ensures all fiduciary and accounting requirements are efficiently managed. With a commitment to professionalism and client satisfaction, Kresser Emma CPA aims to be a reliable partner in financial stewardship. Generated from the website