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22525 Pin Tail Drive
Canyon Lake, CA 92587

Nautilus Tax and Wealth Solutions

(951) 244-7674

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

I am a California Certified Public Accountant who became an investment advisor back in 2002 with the desire to assist those individuals desiring to have their best interest in mind. With my tax background I consider both your future...

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Lisa Aikens

Administrative Assistant

(951) 244-7674

(951) 244-7612