29970 Technology Drive
Murrieta, CA 92563
Text us at (951)-200-1589
We have a special interest in addressing the needs for individuals and families with disabilities and addiction issues. This requires an in-depth knowledge of state and federal systems and available resources to maximize the quality of life possible.
Our goal is to:
- Develop long-term relationships with our clients providing estate planning & administration services.
- Serve the special needs community, providing advice & counsel and education to special needs families.
- Develop long-term relationships with financial professionals to develop a synergy in working with clients.
- Continue to develop & maintain expertise in the estate planning & administration to best serve my clients.