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Rosner Brown Touchstone & Keller LLP


Rosner Brown Touchstone & Keller LLP has been building relationships with clients in the San Diego, Riverside and Orange County area since 1981. They view as their greatest responsibility, to strive to help clients meet their needs, solve their problems, and grow and prosper. 
 
Rosner Brown Touchstone & Keller, LLP provides full service financial planning through Premier Financial Planning. It takes an extensive understanding of today's complex financial marketplace to plan your financial future. Whether you are a professional, a business owner, or an executive, you must consider a wide range of issues in order to make sound decisions. Premier Financial Planning has developed financial planning services to analyze your specific situation and develop a comprehensive personalized plan to achieve your goals and objectives. They work closely with clients to build, manage and protect your net worth in the following areas of retirement planning, investment planning and management, estate planning, income tax planning, risk management, cash management.
 
They believe that outstanding service requires the building and maintaining of strong personal relationships with their clients through continuing communications, understanding, and mutual commitments. They provide clients with steady access to all of their resources and provide timely response to their clients needs. They analyze themselves primarily as business advisors to their clients, not just accountants. They allocate a team of experienced professionals to each engagement. They take the time to understand their clients business and their individual goals in order to execute the most effective strategy.
 
Their clients recognize their dedication to serving their needs as most of their growth has occurred through referrals from their existing clients and their business advisors. The firm provides tax, auditing, accounting, financial planning and consulting services to clients in a diversity of industries such as the construction, mortgage banking and government. 

They do not view themselves as preparers of tax returns. The preparation of a tax return is just the final fulfillment step in what should be a well planned tax strategy. They take a practical approach with their clients to look for prospects allowed under the tax code, to minimize taxes. They meet with clients prior to their taxable year end to review transactions and activities for the year and decide any planning strategies. They also focus on what long term tax planning may be done to achieve business and personal objectives.

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