Why Choose
SoCal Planners
At SoCal Planners, we're focused on helping people build the best lives possible with the money they have. This means working strategically to help clients spend as little as possible when it comes to expenses that don't make them happy, like taxes, debt, and draining obligations, while working to reshape money relationships into fun, positive experiences.
Our Commitment
Southern California is truly unique. It's a region that has virtually anything a person could want out of life. Beautiful beaches, mountain resorts, world class amusements parks, championship sports teams, the biggest concerts, big city life, or remote rural privacy all within driving distance. I almost forgot to mention the weather. There's another experience that people living in Sothern California have all had. At some point we've taken a moment to ask ourselves, "Where did all my money go?" High taxes, gas prices, insurance cost, and housing costs, Southern California really has it all. That doesn't mean we should struggle financially, but because so many costs are beyond our control we really need to have focus on getting the most happiness per dollar we possibly can. That's our goal when working with you.
Personalized Financial Guidance
Our financial programs are designed to address your specific financial needs and objectives and we know there's more to that than just math. Whether you are looking to save on taxes, plan for retirement, or manage your investments, our comprehensive services are tailored to support your financial success. Our focus is on guidance, not selling you products.
Personalized Tax Saving Strategy
Let's Reduce Your Taxes
Our strategic tax session sets us apart from other tax companies. We offer a collaborative approach to identifying under utilized tax strategies specific to your situation. Through in-depth discussions and analysis, we aim to cut tens of thousands of dollars from your future tax bills.
Comprehensive Financial Plans
In-Depth Financial Planning
A comprehensive financial plan combines tax strategy, investment planning, mindful budgeting, retirement guidance and more. Our process starts with finding out where you are today, where you want to go, and giving you the roadmap and the hand-held guidance to put it all together.
Client Success Stories
“Chris is extremely knowledgeable and professional....Plus he remembers his clients year after year so there is no need repeat your financial history or circumstances. Truly a great human being and A+++ service!”
Hope V.
Disclaimer : No compensation was provided for the above testimonials. Each testimonial was provided by an existing client. To the best of our knowledge, no conflict of interest exists regarding these testimonials
Take the first step towards a secure financial future by reaching out to us. We are here to guide you on your journey towards financial prosperity.
22924 Lyons Ave Ste 205, Santa Clarita, CA 91321
661-200-5657