Yosemite Capital Mangagement

Add to Favorites

Investment Management, Financial Planners, Financial Planning Consultants

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(714) 730-3310Call Visit WebsiteVisit Website Map & DirectionsDirections17822 17th StTustin, CA 92780 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Yosemite Capital Mangagement

Tax Planning
Our wealth management process is designed to enhance, protect and transfer your wealth. To that end, we work with you to develop a comprehensive wealth management plan that encompasses your unique factors. Our plans integrate cash-flow analysis, tax planning, insurance planning, estate planning, tax efficient wealth transfers and charitable giving. To help meet your needs, we work with a diverse external team including attorneys, CPAs, bankers, mortgage specialists and insurance professionals to give you confidence that the multi disciplined areas of your life will be well taken care of.

View All Services

Provided by

Places Near Tustin with Investment Management

Orange (4 miles)
Santa Ana (5 miles)
Villa Park (6 miles)
Irvine (10 miles)
East Irvine (11 miles)
Garden Grove (11 miles)
Anaheim (12 miles)
Placentia (13 miles)
Fountain Valley (13 miles)
Yorba Linda (14 miles)

More Info

Email: Email Business
Location: Meredith Financial Ctr
Neighborhood: Tustin
AKA: RMR Capital Management
Other Link: https://www.rmrcapitalmgmt.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (714) 730-3310

Address: 17822 17th St, Tustin, CA 92780

Website: https://www.rmrcapitalmgmt.com

People Also Viewed

View similar Investment Management

Suggest an Edit

Yosemite Capital Mangagement

Tax Planning
Our wealth management process is designed to enhance, protect and transfer your wealth. To that end, we work with you to develop a comprehensive wealth management plan that encompasses your unique factors. Our plans integrate cash-flow analysis, tax planning, insurance planning, estate planning, tax efficient wealth transfers and charitable giving. To help meet your needs, we work with a diverse external team including attorneys, CPAs, bankers, mortgage specialists and insurance professionals to give you confidence that the multi disciplined areas of your life will be well taken care of.
Charitable Giving
We primarily work with affluent clients who seek specialized expertise to help navigate the changing landscape of retirement planning, as well as help with their advanced planning in areas such as tax mitigation, cash-flow analysis, retirement asset protection, wealth transfer, charitable giving and philanthropic endeavors. Our clients appreciate the consultative and collaborative approach that our team provides. They welcome the peace of mind that comes with our role as fiduciaries, knowing that we will always put their interests ahead of our own.
Tax Services
Income Tax

Investment Management
As with any investment made in life—a family, a home, a college education, saving for retirement—we believe the best results are achieved by carefully constructing a plan and then following that plan consistently over time. A well-crafted investment plan and investment policy statement help to provide a broad context for making important financial decisions and then prescribing a prudent investment philosophy and set of investment management procedures for achieving your long-term financial goals.
Wealth Management
We approach each new engagement with a consultative process that starts with life planning. We discuss the goals and lifestyle you have now and want in the future We then endeavor to simplify your life by organizing your goals and objectives into a comprehensive wealth management plan that can be implemented over time and helps achieve what’s important to you.

Accounting Services
Cash Flow Analysis
You have been diligent in saving for retirement, and soon you hope to reap the rewards. However, retiring has never been more challenging, and without the proper planning, your vision for retirement may never become a reality. That’s because of the critical role that the sequence of returns, or the timing in which you receive positive investment returns, plays in the success of your retirement and overall lifetime cash flow. At Yosemite Capital Management, we understand that the main focus of retirement planning now includes cash flow analysis and planning along with portfolio management. We work with you to determine the cash flow you need to support your unique lifestyle for the rest of your life.

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
In your 20s, 30s and 40s, retirement planning is simple. Your goal is to accumulate as much savings in your retirement accounts as possible and build personal wealth through other private assets such as your home, investment properties and business. When you reach your 50s or early 60s, retirement planning becomes more strategic and complex. At this stage of life, it’s no longer retirement planning. It’s life planning.
Long Term Care
Asset Management
As the Co-Founder, Managing Director, and CCO of Yosemite Capital Management, Paul oversees the asset management services, integrated wealth planning, and compliance for the firm. His goal when starting the firm in 2001—with the vision and commitment of six of his career colleagues (now silent partners)—was objectivity. He and his partners set out to lead clients with a three-pronged approach—putting the clients’ interests first, providing honest and objective advice, and delivering solutions in an open architecture (i.e., without conflicts of interest).
Asset Protection
To help you navigate the changing landscape of retirement planning, as well as with your advanced planning needs in areas such as tax mitigation, cash-flow analysis, asset protection, wealth transfer and charitable giving, we have created a complimentary second-opinion review.

View All Services

Provided by