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Retirement

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Robert Pagliarini Featured on Redfin

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Robert Pagliarini was recently featured in Redfin’s Ultimate Guide to House Hunting for Aging Adults. If you’re nearing or already in retirement, Redfin offers advice on selling your current home and transitioning to the next. Robert advises, “Most home buyers focus first and foremost on the purchase price, but of greater financial consideration are the ongoing…

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