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Insurance & Financial

Overwhelmed with California Medi-Cal approval, estate planning and life insurance?

We speak in simple terms.

Medi-Cal Planning & Qualification
Medi-Cal Planning & Qualification
Start with a basic understanding of California Medi-Cal. We will help you to understand how medicaid classifies your assets and why it is so important to know your strategic options.
Estate Planning
Estate Planning
Provide trained, honest assistance in achieving your estate planning goals.
Long Term Care Insurance
Long Term Care Insurance
We can speak to you about long term care insurance with a free consultation today.
Asset Protection
Asset Protection
You need options that provide safety and liquidity. Protect your life savings for yourself, your spouse or your loved ones.

From our clients

After my mother was diagnosed with Alzheimer's and her estate was liquidated, I didn’t know what to do.My mom is now is a nursing home. She is being well taken care of, everything's else is also taken care of. I sincerely want to say thanks to you for your help and understanding and guidance.
John P.
Lodi, California