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23332 Mill Creek Dr, Ste 120, Laguna Hills, CA 92653

949-595-4650
andrew@markhamfinancial.com
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Live Your Life.
Build Your Legacy.

Holistic wealth solutions, life transition planning, and tax-aware strategies from an experienced wealth management and planning team.

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Our Team Has A Plan To Help You Get There.

At Markham Financial Services, we believe good financial guidance should help you connect your financial life to your personal life. That means understanding what matters to you, what you are working toward, and how your wealth can support a more fulfilling future.

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Make Better Decisions With A Clear Path Forward.

Make Better Decisions With A Clear Path Forward.

We build tailored strategies around your goals, concerns, values, and any life changes you may be facing. Then, because markets, tax laws, and life circumstances are always changing, we continue adjusting the pieces until everything fits just right.

Our Strategies Are Built Around You.

Our Strategies Are Built Around You.

Our services are designed to bring clarity, coordination, and forward momentum to the financial decisions that matter most today, in retirement, and across generations.

Get Clear On What Comes Next.

When life changes, your financial strategy may need to change with it. Whether you are approaching retirement, navigating a loss,
receiving an inheritance, or stepping into a new chapter—we are here to help you sort through the complexity and make
decisions with greater confidence.

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Who We Serve

Individuals & Families

Individuals & Families

Align your wealth decisions with the values, priorities, and choices shaping your future and the next generation.

Pre-Retirees And Retirees

Pre-Retirees And Retirees

Connect the dots between accumulated wealth, income planning, tax considerations, and the life you want that money to support.

Windfall Recipients

Windfall Recipients

Sort through the tax impact, the opportunities, and the next steps you should take when you receive unexpected assets. 
 

Tech Professionals

Tech Professionals

Guidance for those earning more, changing roles, building wealth quickly, and thinking through what those next career moves mean for the future.

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Make Informed Choices With The Right Information

Our financial resources are here to make the next step easier, whether you are simply gathering information, preparing for a conversation, or looking for helpful materials to support smarter financial decisions.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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It's Time To See Your Wealth Clearly

We are here to help you navigate the complexities and make your financial decisions with greater confidence. Fill out the form and we'll be in touch.

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