FOR IMMEDIATE RELEASE

Montecito, CA (December 19, 2014) - With half a month to go before the 2014 tax year ends, there is still time to strategize and avoid paying more taxes than one should. For those interested in managing their finances and their wealth, preparing for the year end as well as Tax Day should involve a financial planner or manager. Now, wealth management is not for all affluent individuals. It is mostly needed by affluent individuals with a diverse set of assets and financial needs.

According to Forbes, good wealth managers should not have any presupposition about the services or products needed by a client—instead they should wait for the client to tell them their situation, and only then should they evaluate and offer solutions and strategies for the problem the client has. A wealth manager should also be able to understand where the client is coming from and make the client understand what has to be done, as well as the why and how of each strategy.

Filippini Financial Group is a California-based wealth management company headed by Ian Filippini, son of the late founder, Alfred Filippini. The wealth management firm was founded in 1967 and is BBB accredited with an A+ rating. It is a full-service group that has four divisions that focus on specific areas of wealth management: Tax Planning, Estate Planning, Insurance, and Real Estate.

For their Tax and Estate planning service, Filippini Financial Group guarantees that they use simple language to explain strategies to clients. They know that each case is different and they customize strategies for each client and make sure that these are long-term solutions. The members of the staff are licensed tax planners who reduce or even eliminate taxes (wherever possible) while helping their clients increase their income.

The firm is also licensed in real estate and is a member of the Santa Barbara Association of Realtors. Filippini Financial Group is committed to educating their clients about their options for managing, listing, selling, exchanging and buying properties and using tax codes in order to purchase without paying taxes. These solutions can even increase cash flow after the purchase has been made. As the firm states in its website, “It takes a lifetime to accumulate wealth - we are here to help protect it for many generations to come. It's not what you make. It's what you keep after taxes!”

The firm’s website features a financial calculator and articles about various topics. The financial group can be contacted easily either by calling or dropping by their Santa Barbara or Westlake Village offices or accessing their website, http://www.filippiniusa.com

For more information please visit http://www.filippiniusa.com/filippiniusa.aspx

Contact:
Filippini Wealth Management
Phone: (805)969-6200
Contact Person: Ian Filippini
Email: [email protected]

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