AK Financial

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Financial Planning Consultants, Accounting Services, Financial Planners

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(949) 788-7700Call Visit WebsiteVisit Website Map & DirectionsDirections6 Venture Ste 390Irvine, CA 92618 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Sun:	Open 24 Hours

AK Financial

Tax Planning
Our AKFG Advisor Network members are successful, independent advisors with diverse practices and backgrounds. They joined AK Financial Group to enjoy the advantages afforded by a successful network with significant influence and leverage throughout the industry. Advisors span the gamut from individual practitioners to sizable multi-partner firms. They bring dedicated expertise across all wealth management disciplines, including corporate retirement plans, tax planning, advanced estate planning, business financial planning, insurance and high-net-worth case management, among others.

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Places Near Irvine with Financial Planning Consultants

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Tustin (12 miles)
Corona Del Mar (13 miles)
Laguna Beach (13 miles)
Rancho Santa Margarita (14 miles)
Santa Ana (14 miles)

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Fax: (949) 788-7710

TollFree: (800) 828-2341

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amex, discover, master card, visa

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AKA

AK Financial Group

Other Links

http://www.akfinancialgroup.com

https://www.akfinancialgroup.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (949) 788-7700

Address: 6 Venture Ste 390, Irvine, CA 92618

Website: http://www.akfinancialgroup.com

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AK Financial

Tax Planning
Our AKFG Advisor Network members are successful, independent advisors with diverse practices and backgrounds. They joined AK Financial Group to enjoy the advantages afforded by a successful network with significant influence and leverage throughout the industry. Advisors span the gamut from individual practitioners to sizable multi-partner firms. They bring dedicated expertise across all wealth management disciplines, including corporate retirement plans, tax planning, advanced estate planning, business financial planning, insurance and high-net-worth case management, among others.
Charitable Giving
Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving, and other goals
Tax Services

Investment Management
While other digital investing solutions, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisor [team], dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers...
Wealth Management
Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.

Accounting Services

Financial Planning
Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals. MoneyGuidePro® helps address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits. The Confidence Meter helps you gauge how likely you are to reach your goals and whether you are on track instead of focusing on headlines.
Retirement Planning
Christine Hagen, MS, CFP® has been providing comprehensive financial advice and investment services to individual investors and small businesses since 1983. She graduated from the University of Colorado at Boulder in 1980 with a B.S. in Business Administration. She received her Masters of Science Degree in Retirement Planning from the College for Financial Planning in 1996.
Long Term Care
Long-Term Care - Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring that your healthcare needs, and those of your loved ones, are covered well into the future.
Asset Management
Leading-edge Technology - We enthusiastically embrace technology to support and create efficiencies across all aspects of our business for the benefit of our clients and advisors, from operations and asset management, to communications and client servicing.

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