Financial consulting in Thousand Oaks, CA

Accountants and certified financial planners also specializing in corporate tax returns.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

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Mark Smith Financial Services is a Registered Investment Advisor firm offering "fee only" portfolio management, financial planning and third-party insurance consulting services.

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Capital Management Services, Inc. offers a full array of financial planning-related individual services and packages for individuals and families both. Being a true 'fiduciary', as we are, means that we put our clients' best interests above our own! We keep conflicts of interest out of the advice we provide. 'Fee-Only Wealth Management' means no commissions, no products, and no self-serving incentives to favor one mutual fund or annuity, for example, over another, in our recommendations to you. In addition to investment guidance, we also provide help with life insurance, long-term care insurance and annuities. We are contracted with many carriers across the world to help find the ones that are best-suited for your situation, your needs, your personal vision for your 'golden years.' We combine all aspects of your financial picture and allow them to work together to build a comprehensive plan, in order to help our clients fund a high quality of life in retirement. Wealth Management + Insurance + Social Security Strategies + Estate Planning + Tax Mitigation + Charitable Giving = Retirement. 401(k), Traditional IRA & Roth IRA Planning: Whether you're changing jobs, or just need some guidance with the 401(k) (or 403b or similar) at your current employer, we can help. We'll also assist in deciding which type of IRA account you need to set up, and how to help manage an existing IRA, too.