Is Your Retirement Plan Working as Hard as You Are?

When you build a solid plan now, you can enjoy more peace of mind later.

You’ve worked hard — now it’s time to make sure your future works for you.

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Confident Retirement Starts with a Solid Plan

Let’s build a smart, flexible retirement strategy that grows with you and supports the life you want.

Health Expenses Can Sneak Up — But They Don’t Have To.

We factor in future medical needs so you can be prepared.

Retirement Planning That Puts You First

We’re here to guide, support, and empower you—every step of the way to the future you deserve.

You’re Not Too Late to Start

Whether you're in your 30s or 60s, we’ll help you create a plan that fits your timeline and goals.

When can you afford to stop working?

Let’s build a retirement roadmap so you can leave the guesswork behind.

Your 401(k) should work harder for you.

We’ll help you optimize contributions, rollovers, and withdrawals for max benefit.

Want your money to outlive you — not the other way around?

We help align your plan with estate goals and family needs.

Start Your Financial Journey Today.

Schedule a consultation with our experts and take the first step toward financial success.

our work for you doesn't stop. we provide Ongoing Support, Even After You Retire

We’re with you for the long haul—adjusting your plan as life changes, so you stay on track.

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Strategix Tax Solutions | Moreno Valley, CA

Strategix CPA, based in Moreno Valley, CA, offers tax preparation, filing, bookkeeping, financial consulting, business entity formation, profit and loss analysis, and retirement and estate planning services.

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