Based in Newport Beach, Calif., Tax & Financial Group is a consultancy firm specializing in insurance and investment areas. It offers various services and products, including adjustable life insurance, annuities, charitable donation strategies, college funding and income protection, to name a few. The firm also provides retirement plans involving estate planning, cash and risk management and loans. In addition, Tax & Financial Group offers a host of Web-based financial tools that allow its clients to track the financial market and monitor performance of their portfolios.