We are proud to offer virtual complimentary consultations and host educational seminars. Our mission is to educate families throughout California on how to best protect their family and assets to retire worry-free.

To best serve our clients we specialize in all facets of estate & retirement planning. From legal document preparation, pension max solutions, mitigating risk at retirement, liquidating your largest asset, and coordinated tax planning strategies.

Personally reaching out to our clients each year ensures our records and your documents are up to date. We discuss your retirement timeline, potential changes to your documents, and verify your real property is held in Trust.