Sam Financial Services

Courtlandt Financial Group, based in Newport Beach, CA, is a trusted team of professionals specializing in simplifying real estate investing for property owners looking to save on taxes, preserve their estate, and increase potential income and appreciation. With over 28 years of experience in the financial services industry, Courtlandt offers personalized financial education, strategies, and services to help clients navigate complex real estate transactions and financial circumstances. Founded in 1995, Courtlandt is known as the Real Estate Investor's Financial Consultant, providing multi-disciplinary financial planning and investment solutions that align with clients' goals. Specializing in 1031 real estate exchanges and securitized opportunities, Courtlandt aims to help individuals, families, and businesses build a secure financial future through expert guidance and innovative investment strategies.Generated from the website

Asset Plan Partners is a financial planning firm based in Newport Beach, CA, dedicated to helping individuals and families achieve their long-term financial goals through personalized strategies and expert advice. With a team of licensed professionals and years of experience, Asset Plan Partners offers proactive planning services that address various financial concerns, such as tax optimization and retirement planning, ensuring clients have a solid foundation for a secure future.Generated from the website