I can help you choose a conservator or caretaker to manage your financial affairs and other important day-to-day matters in the event you are physically or mentally limited or incapacitated.
When you reach your golden years, having the peace of mind that your affairs and concerns are taken care of means a lot. I can work with you to ensure your interests are looked after.
Making sure your family is provided for when you're gone is an important task. Let me help you put a strategic and detailed plan in place to secure your family's financial future.
Special Needs Planning
When you have a loved one with a disability, it is wise to take the proper steps to ensure they are cared for if something happens to you. Let me lead you through the process.
Give yourself & your family peace of mind by protecting your assets and setting up a Medi-Cal plan to pursue financial security and cover the cost of potential long-term care.