Ready to buy your first home but not sure where to start?

In this series, we’ll walk you through the financial opportunities, tax benefits, and common pitfalls of homeownership, so you can make confident, informed decisions and avoid costly mistakes.

What you’ll learn in this series:

• The true financial opportunity of owning your first home.
• How to maximize tax benefits available to first-time buyers.
• Budgeting strategies that keep you on track — even after the keys are yours.
• Common mistakes new homeowners make (and how to avoid them).
• How to align your home purchase with long-term wealth and legacy planning.

Why trust us?

With nearly two decades of experience advising California families, individuals, and small businesses, The Mattox Group has helped countless first-time buyers navigate the financial and tax considerations of homeownership with confidence and clarity.

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Your home is more than just a purchase — it’s the foundation of your financial journey, and we’re here to walk with you every step of the way.