Family meeting real-estate agent for house investment

Planning for the Ones You Love 

Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have felt in a long time. Maybe ever.

During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.

Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.

Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.


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(949) 409-1398

8910 University Center Lane Aventine, San Diego, CA 92122 1968 S. Coast Hwy #2309, Laguna Beach CA 92651

Get In touch

Fill out the Form below

(949) 409-1383

9540 Towne Centre Drive, Suite 150

San Diego CA, 92121

1968 S. Coast Hwy #2309,

Laguna Beach CA 92651