The hardest thing to understand in the world is the income tax. - Albert Einstein

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We work with high net-worth families to increase their income, reduce income-tax, and leave more to their family and/or charities when they die

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Advisory Services through Atlantic Financial Advisors, LLC (AFA), a Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC AFA and IFG are not affiliated entities. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.

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