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NC Financial Group specializes in comprehensive financial planning and tax management services, aimed at minimizing legal tax liabilities and enhancing financial clarity for individuals. Our services include tax-sensitive planning, investment planning, timing income and expenses, retirement contributions, tax-efficient savings, estate planning, and tax-loss harvesting. We are committed to helping our clients navigate the complexities of the U.S. tax system and make informed financial decisions to secure a comfortable future. Our team of experts, including Enrolled Agents, ensures personalized strategies that align with your unique financial goals.

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NC Financial Group is a proud member of

Foster City Chamber of Commerce

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