BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth preservation planning. The firm’s overarching goal is to protect as much income for clients as possible from taxes and unforeseen external events while working within the established tax codes.

♦ KEY VALUE AREAS
The firm serves individuals and families who have accumulated wealth and prioritize passing it on to their loved ones in the most secure, tax-efficient manner. They are concerned about paying excessive taxes and fear their assets will not provide enough protected income to sustain them during retirement. Additionally, they are worried about the effects of a debilitating long-term injury or illness on their estates. 

Service areas of the firm include but are not limited to:

♦ ESTATE PLANNING
To maximize asset protection, create efficient dispositive planning, and reduce potential estate tax liability

♦ TAX-FAVORED RETIREMENT PLANNING
To maintain financial stability and independence during the post-career years

♦ TAX PLANNING
To reduce tax liability while increasing wealth and adhering to legal and regulatory requirements 

♦ BUISNESS SUCCESSION PLANNING
To strengthen the future of the business and ensure it continues as envisioned

♦ ASSET PROTECTION PLANNING
To mitigate or eliminate risk by insulating personal or business assets from divorce, litigation, and creditor claims

♦ RISK MANAGEMENT
To safeguard assets and lessen the tax burden caused by injury, illness, or death

For more info, visit brightonadvisory.com or contact Barry Boscoe at 818.342.9950 or barry.boscoe@brightonadvisory.com for a pressure-free conversation.

Brighton Advisory Group

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