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Focused on Your Financial Goals

Self-discovery is an important component of financial planning. We can help you unearth your needs, goals and risk tolerance before making any investment decisions. Only after careful, methodical and active listening is it possible to draw a precise blueprint to help you achieve your financial well-being.

At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.
 
We help you build your retirement and financial independence brick-by-brick, based on sturdy planning. We are an independent, Fee-only financial planning firm serving Orange County, California, including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda. Our investment management philosophy is to take a disciplined, risk-management approach which removes the emotions from investing. We care about your individual dreams and are committed to providing exceptional client service.



Learn more about Who We Are.

          
 
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TABR Capital Management, LLC ("TABR") is an SEC registered investment adviser located in the State of California.  TABR and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which TABR maintains clients.  TABR may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. 
 
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