ContacT US

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

Estate & Tax Planning

Building your wealth is challenging on its own, and Estate Planning is critical to ensure both your personal care and assets are handled properly in the event you are no longer able to make decisions for yourself or pass away. A proper estate plan will dictate how your estate will be disbursed to your beneficiaries, minimize taxes upon death, and may be adjusted as time goes by or your circumstances change.

We work closely with estate planning attorneys who create personalized plans for clients we work with. If you are already working with an attorney, we will collaborate with them to ensure your financial affairs are all accounted for within your existing estate plan.

Tax planning is the practice of limiting or paying the least amount in taxes as possible. We will work with you and your tax professional to find ways to legally limit the amount you owe whether it is done by contributing more of your income into tax deferred retirement plans, investing in tax-free strategies or finding potential deductions.