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Our client services go beyond what you may expect from a financial advisor. We offer a wide range of personalized services for all types of clients.
Keyscape Financials is here to help with annual tax return preparation. You can rest easy knowing that your tax return will be completed correctly and on time by an expert CPA and licensed tax preparer.
As well as handling tax preparation, Keyscape Financial will ensure that your financial plan is structured with tax planning in mind. Your advisor will work year-round to minimize your tax liability. At Keyscape Financial, we understand that your financial plan should take into account tax implications and the best way to mitigate them.
Frequent communication will ensure that everything runs smoothly. You can be assured that your tax preparation and planning is in capable hands and treated with the utmost confidentiality.
If you have been turned off by stuffy advisors talking over your head, judging your financial decisions (or lack thereof), or continually trying to sell you products, we welcome you to the financial advisory firm that we hope you would find. Keyscape Financial is here to truly listen to what your financial goals and needs are and offer honest, straightforward advice.
Financial planning at Keyscape Financial is an on-going and comprehensive process. It covers tax planning, retirement planning, charitable planning, and insurance analysis and consulting. The Keyscape Financial methodology organizes and guides decision-making across all areas of your financial life. We want to set you on the path to live your ideal life.
Keyscape Financial uses a research-based, institutional approach to providing sound, unbiased investment advice to clients. We take the time to understand your unique goals and needs and then build an investment policy tailored specifically to you. We help our clients build a customizable portfolio that is focused on achieving long-term financial goals instead of just chasing the market.
Our advisors remain committed throughout the planning process. We create customized investment policies, screen investments, and implement portfolios. You will receive on-going buy-side supervision, detailed performance reporting, and rebalancing recommendations. We believe not just in making money, but helping you hold onto it.
454 Princeton Rd. Sacramento, CA 76901
202-555-0151
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