Team Wealth & Tax Advisors

Team Wealth & Tax Advisors We are a private, bespoke, high-level, wealth and tax advisory firm. We help our clients make smart choices about wealth, retirement, and taxes.

“Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may n

ot reflect the experience of all Clients of the advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Advisory Services offered through Team Financial Group, LLC, a SEC Investment Advisor. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company, CA License . Team Financial Group, LLC, and Team Financial & Insurance Services, LLC, are not affiliated with or endorsed by the Social Security Administration or any other government agency. Team Wealth & Tax Advisors is a d/b/a of Team Financial Group, LLC. All Tax related services provided through TeamTax, an affiliated company.

Periodic withdrawals in retirement may not be such a good idea.
07/21/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

07/18/2026

Learn how the 180-day rule may allow certain 2026 capital gains to be deferred through a Qualified Opportunity Fund investment.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
07/16/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

A few strategies that may help you maximize your Social Security income.
07/14/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Many homeowners overpay by not shopping for mortgages. Learn how rates, refinancing, taxes, and cash flow can affect you...
07/13/2026

Many homeowners overpay by not shopping for mortgages. Learn how rates, refinancing, taxes, and cash flow can affect your finances.

A new Form 1099-DA is being initiated in 2026 for tokenized security dispositions. Be ready to supply records if the br...
07/12/2026

A new Form 1099-DA is being initiated in 2026 for tokenized security dispositions. Be ready to supply records if the broker’s basis or other data are missing.

Learn how tokenized securities are taxed, what Form 1099-DA means for investors, and the records you should keep to avoid reporting issues.

Social Security is about more than choosing when to claim benefits. Learn how taxes, Medicare, spousal benefits, and ret...
07/12/2026

Social Security is about more than choosing when to claim benefits. Learn how taxes, Medicare, spousal benefits, and retirement income planning work together to shape your retirement.

Learn how Social Security, taxes, Medicare, spousal benefits, and retirement income planning work together to help maximize your retirement.

07/11/2026

Getting married this year? Learn how marriage can affect your taxes, withholding, refunds, and filing status before you say "I do."

Estimate the total amount you may need saved to support your desired retirement lifestyle.
07/09/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

07/09/2026

Leaving free money on the table is one of the biggest mistakes you can make when planning for your future. Jay Cole and Dustin Watts from T-Minus Retirement break down why contributing to your employer’s 401(k) match isn’t just a recommendation—it’s an essential strategy for long-term wealth.

When an employer matches your contribution, it represents an immediate 100% return on that investment, a gain that’s nearly impossible to replicate elsewhere. For anyone looking to optimize their retirement savings, treating that employer match as a non-negotiable starting point is the smartest move to secure a more comfortable financial outlook. It’s time to stop walking past potential growth and start maximizing every opportunity within your retirement account.
Full Video Here: https://youtu.be/Bj6d7kESBZg

Address

40395 Winchester Road Ste A
Temecula, CA
92591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(951) 308-6444

Website

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