Financial Planners in Los Angeles

At Brilliant Tax & Accounting Services, we take care of all the hard work of financial planning so that you can rest assured knowing that everything is well taken care of and going according to plan. You’ll receive detailed attention and guidance in developing a comprehensive financial plan which will be designed to minimize risk and ensure the growth and longevity of your personal finances.

Retirement Services


When it comes time for retirement, you’ll need professional services to help you determine the wisest plan. At Brilliant Tax & Accounting Services, we will analyze your assets and sources of income with you, and together we will develop a specific saving strategy for you.

Child’s College Fund


Saving for your child’s college education is one of the most important areas of financial planning. With college tuition at an all-time high, it’s very easy for parents to find themselves paying college bills for decades. Our financial advisors will help determine a savings plan that is geared toward your current financial situation.

Disability Fund


With a healthy emergency fund, you can protect yourself in the unfortunate event of a disability. We will help analyze insurance coverage (health, life, disability, home, and auto) and we will review your will with a multitude of powers of attorney who are designed to care for you and your needs in the event that you are not able to manage them yourself.

Investments


Saving for your child’s college education is one of the most important areas of financial planning. With college tuition at an all-time high, it’s very easy for parents to find themselves paying college bills for decades. Our financial advisors will help determine a savings plan that is geared toward your current financial situation.

Inheritances


In order to help you establish a healthy inheritance for your heirs, we will evaluate the net worth of your estate. We’ll also help minimize the negative impacts to your estate, including costs to creditors; probate; lawyers, and estate taxes. A well-formulated plan is essential to give you peace of mind that when you pass on, your assets will be transferred smoothly to those who you care about.

Our highly qualified personal financial advisors at Brilliant Tax & Accounting Services are some of the best accountants in the Los Angeles and Glendale area. Allow us to be your advisors and handle all of your personal financial planning needs!

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