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South Coast Group
949-260-0442

Meet South Coast Group

In partnership with you, we want to implement a plan that will help you reach your goals of sending your kids to college, retiring early enough to physically be able to enjoy the fruits of your labor and transfer your assets at your death to your family and charity in the manner you desire. Working alongside your tax and legal professionals, we will identify strategies that will help minimize taxes when possible during your life and at your death.