Broker Check

David J. Fender & Associates, Inc.

Specializing in Taxation & Financial Services

 
27200 Tourney Road, Suite 250, Valencia,CA  91355    (661)753-9402

“A good plan executed now is better than a perfect plan next week.” — General Patton

Our Process

We start with the end in mind.

We start with the end in mind.

To ensure that your financial plan aligns with your objectives, we start with your goals and work backwards. We plan with you for the long haul by understanding your priorities and establishing your financial objectives. Based on your input, we employ a 5-step process through a Tax-Smart lens that is focused on helping to deliver the financial outcome you desire.