I have helped families put together their estates for the past ten years, and I have loved every minute of it. I am a Notary, an Insurance and LDA consultant, offering the services people need to uphold their living standards.

My first obligation and promise to our clients is to take their needs and optimize a secure and lucrative plan to get them to where they want to be.

"I have gained much experience over the years and am eager to share it with my clients."

We work with people at all stages, from young professionals beginning their careers to retirees seeking to spend their time doing things we help them afford to do.

I like to participate in outdoor and athletic activities when I am not at work. My habit of solving problems frequently gets me in trouble with my family, who kindly urges me to apply this aptitude to help my clients succeed.

Cody R. Gascoigne, Director

Legal Document Assistant, County of Orange
California Department of Insurance #0J14254
State of California Notary Public #2292994
Bonded and Insured


(800) 280-0663