14724 E. Whittier Boulevard
Whittier, CA 90605

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James Taheran

(562) 696-3340

 

Resource Center

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.