Our Services

Tailored financial solutions for every stage of life, ensuring clarity and confidence in your future.

Income Protection

Safeguard your earnings and maintain stability during unexpected events with our income protection services.

A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
Education Plans

Secure your children's education and provide them with the opportunities they deserve through our plans.

Build a comfortable retirement with strategic planning tailored to your unique financial situation.

Retirement Planning
A vintage-style sign with ornate framing advertises a fortune teller service. The pricing ranges from $5.00 to $40.00 with the tagline 'Pay what you are able, the reading is the same.' The sign features mystical imagery, including an eye symbol and tarot cards. It's set against a colorful background with decorative elements.
A vintage-style sign with ornate framing advertises a fortune teller service. The pricing ranges from $5.00 to $40.00 with the tagline 'Pay what you are able, the reading is the same.' The sign features mystical imagery, including an eye symbol and tarot cards. It's set against a colorful background with decorative elements.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.

Frequently Asked Questions

What services does TAO Finance provide?

We help individuals, families, and businesses plan for the future through retirement planning, income protection, education savings, and investments. We offer personalized solutions to protect your income, grow your wealth, and secure your financial goals.

How do I get started with TAO Finance?
Who do you work with to manage investments?
How can TAO Finance help with education planning?
What retirement options do you offer?

We offer financial products from some of the most recognized names in the industry, including AIG, Fidelity, Primerica, Franklin Templeton, American Funds, Invesco, Voya, and others, to provide reliable and diversified investment options.

We provide individual retirement accounts (IRAs), employer retirement plans (401(k), 403(b), 457 plans), SEP and SIMPLE IRAs, and payroll deduction plans. Our goal is to help you build a comfortable, worry-free retirement.

It starts with a complimentary financial needs assessment. This helps us understand your current situation, goals, and priorities so we can recommend the most effective strategies for you.

We offer 529 College Savings Plans, Coverdell Education Savings Accounts, and UTMA/UGMA custodial accounts to help families save for school expenses while taking advantage of tax benefits.

Financial Solutions

We empower your financial future with tailored strategies.

A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
An open monthly planner lies on a smooth, neutral-colored surface. The pages contain sections for key reminders, goals, and tasks to complete. A branch of eucalyptus leaves is placed beside the planner, adding a touch of greenery and natural texture.
An open monthly planner lies on a smooth, neutral-colored surface. The pages contain sections for key reminders, goals, and tasks to complete. A branch of eucalyptus leaves is placed beside the planner, adding a touch of greenery and natural texture.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
Education Plans

Give your children the gift of opportunity with tax-advantaged education savings solutions:

  • 529 college savings plans

  • Coverdell savings accounts

  • UTMA and UGMA accounts

Grow your wealth strategically with investment options designed to meet your goals:

  • Mutual Funds

  • Managed Investments

  • Annuities

Investment and Wealth Growth
Income Protection

Protect your earnings and ensure financial stability during life’s unexpected events:

  • Life insurance solutions

  • Disability income coverage

  • Other tailored protection plans

Prepare for a comfortable, worry-free future with personalized retirement solutions for individuals and businesses:

  • Individual Retirement Accounts (IRAs) – Traditional and Roth

  • Employer Retirement Plans – 401(k), 403(b), 457 plans, SEP and SIMPLE IRAs

  • Payroll Deduction Plans – Complimentary for employers

Retirement Plans
Book Complimentary Consultation
Services

Tailored financial solutions for every stage.

Contact

Support

info@taofinanceinc.com

310-901-3903

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