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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.

Explore All Groups

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.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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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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