lamiafinancialgroup.com
Tax Planning | Lamia Financial Group, Inc.
http://www.lamiafinancialgroup.com/tax-planning
Skip to main content. One of the biggest expenses for anyone is paying taxes. At Lamia Financial Group, Inc., we emphasize tax planning throughout our consultative process as we help you minimize your tax liability. We avoid risky and questionable strategies and instead focus on simple and effective means for reducing your taxes. This can include the use of charitable plans that can benefit you and the organizations and causes that you care about. 100 E Thousand Oaks Blvd., Suite 200.
lamiafinancial.com
Links | Lamia Financial Group, Inc.
http://www.lamiafinancial.com/links
Skip to main content. BBB Wise Giving Alliance. The Better Business Bureaus site for charities and donors. Lamia Financial Group uses Dimensional Fund Advisors (DFA) funds in our investment management prcoess. Read all about DFA and their philosophy on markets. As a fee-only firm, Lamia Financial Group advisors are members of the Fee-Only Network, which promotes the benefits of fee-only financial planning. Find Your Independent Advisor. Investment Adviser Public Disclosure. Lamia Financial Group is proud...
lamiafinancialgroup.com
Our Firm | Lamia Financial Group, Inc.
http://www.lamiafinancialgroup.com/our-firm
Skip to main content. Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life. We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.
lamiafinance.com
News | Lamia Financial Group, Inc.
http://www.lamiafinance.com/news
Skip to main content. Lamia Financial Group Announces David Seery Receives Certified Financial Planner Designation. Submitted by Lamia Financial Group, Inc. on June 29th, 2016. David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP) designation. In earning the designation, David becomes the firm’s fourth CFP professional. As you know, our client portfolios are built ar...
lamiafinance.com
Important Disclosure Information | Lamia Financial Group, Inc.
http://www.lamiafinance.com/important-disclosure-information
Skip to main content. Lamia Financial Group, Inc. Rdquo;) is an SEC registered investment adviser located in Thousand Oaks, California. And its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which. May only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Maintains a notice filing. A copy of. Business operations, services, and fe...
lamiafinancial.com
News | Lamia Financial Group, Inc.
http://www.lamiafinancial.com/news
Skip to main content. Lamia Financial Group Announces David Seery Receives Certified Financial Planner Designation. Submitted by Lamia Financial Group, Inc. on June 29th, 2016. David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP) designation. In earning the designation, David becomes the firm’s fourth CFP professional. As you know, our client portfolios are built ar...
lamiafinancial.com
Our Firm | Lamia Financial Group, Inc.
http://www.lamiafinancial.com/our-firm
Skip to main content. Lamia Financial Group, Inc., is an independent, fee-only financial planning firm with expertise in investment management, tax planning, and charitable planning. We are dedicated to helping you gain command of your financial resources and empowering you to follow your passion in life. We consider it an honor to develop a deep working relationship with our clients, enabling, guiding, and supporting them in the achievement of their financial and charitable goals.
lamiafinancial.com
Important Disclosure Information | Lamia Financial Group, Inc.
http://www.lamiafinancial.com/important-disclosure-information
Skip to main content. Lamia Financial Group, Inc. Rdquo;) is an SEC registered investment adviser located in Thousand Oaks, California. And its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which. May only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Maintains a notice filing. A copy of. Business operations, services, and fe...
lamiafinancial.com
Consultative Process | Lamia Financial Group, Inc.
http://www.lamiafinancial.com/consultative-process
Skip to main content. Lamia Financial Group, Inc. Offers financial planning, investment management, and strategies in tax mitigation, asset protection, and charitable giving. We use a consultative process with you and our team of experts. We limit our practice to a select number of clients in order to maintain the highest level of service. Our estate planning strategies are created in collaboration with your estate planning attorney or one of the attorneys on our panel of experts. Click here to learn abo...
lamiafinance.com
Tax Planning | Lamia Financial Group, Inc.
http://www.lamiafinance.com/tax-planning
Skip to main content. One of the biggest expenses for anyone is paying taxes. At Lamia Financial Group, Inc., we emphasize tax planning throughout our consultative process as we help you minimize your tax liability. We avoid risky and questionable strategies and instead focus on simple and effective means for reducing your taxes. This can include the use of charitable plans that can benefit you and the organizations and causes that you care about. 100 E Thousand Oaks Blvd., Suite 200.
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