(916) 572-6048

What We Do

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Helping you protect the people you care about the most by giving you the information and tools you need to plan for a better future

 

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Every family is unique, and so all our plans are built around their individual needs.

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A will is your backup plan.

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Trusts are the foundation of your estate plan.

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Special needs children benefit greatly from additional planning.

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Recent legal changes put your retirement at risk.

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Give your children protection from creditors, lawsuits and divorces.

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Complicated family relationships require knowledgeable planning.

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Chose who will make important medical and financial decisions when you are incapacitated.

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