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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

 

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Office: (707) 544-5732
Fax: (866) 649-8853

Tax@TMTFS.com

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Other times by appointment.

Our office will be closed
June 8 through June 19.




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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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Contact

The Master's Tax & Financial Services
Office: (707) 544-5732
Fax:(866) 649-8853

716 College Avenue
Suite A2
Santa Rosa, CA 95404

Tax@TMTFS.com

Richard holds FINRA Series 6, 7, 63, and 65 licenses; California life and health insurance license (#0G48566); and National Social Security Advisor Certificate Holder

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