Moreno Valley, CA 92555
manage & grow your money
Achieve financial security through tailored wealth management strategies designed for your unique goals.
Take Control of Your Future: Smart Money Management for Long-Term Growth
We help you make smart investment choices and spread out your money wisely so it can grow. We also focus on keeping your money safe while it increases.
Keep Your Money Safe for a Strong Future
With our help and guidance, you can make sure your money stays protected. Our smart plans help keep your wealth safe from unexpected problems.
Insurance Planning
We help you choose the right insurance to mitigate financial risks effectively.
Legal Structures
Establishing legal frameworks that protect your assets and ensure compliance with regulations.
About 64% of Americans
Are not financially prepared for retirement, and 40% fear they will outlive their savings.
25 Instead of 35
Starting retirement savings at age 25 instead of 35 could result in over 2x more savings due to compound interest.
$96,371
The average American has $96,371 in debt, including credit cards, student loans, and mortgages.
Only 33% of adults
Feel confident managing their finances, while professional guidance can increase this by 50% or more.
Here are four facts we think you should know:
Let's Grow and Protect Your Money
Our money management services help you save more, plan for retirement, and make sure you have steady income after you stop working.
Make the Most of Your savings
Book a meeting with us to find the best ways to grow and protect your money!
"Thanks to Strategix, I was able to grow my investments significantly while minimizing my tax liabilities. Their personalized approach made all the difference in achieving my financial goals."
– Tarek K.
Customer
Achieving Your Wealth Management Goals is even easier with us
Our wealth management strategies have consistently delivered exceptional results for our clients. With a focus on personalized planning, we ensure your financial future is secure.
85%
Client satisfaction rate based on our tailored strategies.
90%
Increase in assets under management over the last year.
FAQ
your important questions, and we've got answers
What is Wealth Management?
Wealth management is a comprehensive service that combines investment management, financial planning, and tax strategies. It aims to grow and protect your assets while aligning with your financial goals. Our team customizes strategies to meet your unique needs.
Who needs Wealth Management?
Wealth management is beneficial for individuals with significant assets, business owners, and high-net-worth clients. If you seek to optimize your investments and plan for the future, our services are designed for you. We help ensure your wealth is managed effectively.
How do you charge?
Our fees are typically based on a percentage of assets under management. We also offer flat fees for specific services, ensuring transparency in our pricing. This allows you to choose a structure that best fits your financial situation.
What services do you offer?
We provide a range of services, including investment management, retirement planning, and tax optimization. Our team also offers estate planning and risk management strategies. Each service is tailored to help you achieve your financial objectives.
How do I get started?
Starting with us is easy! Schedule a consultation to discuss your financial goals and needs. Our team will guide you through the process and create a personalized plan.
Still have questions?
We’re here to help! Give us a call to get started on your financial journey.
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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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