I was born and raised in the Central Valley and maintain offices inFresno,BakersfieldandSan Luis Obispo. I have been married to my wife Stephanie for twenty-eight years as of May 2011, and we have five children and one grandson. Since 1987, I have been assisting clients in the field of insurance and estate planning. I am the Founder and CEO of this firm, and I am also a Certified Senior Advisor.
Over the past few years, we have put our focus on the following three areas:
• Principal Guaranteed Investments
• Entitlement Planning
• Complete Estate Planning
I have conducted retirement and estate planning workshops throughout the state, been a guest speaker for other firms, and have written and/or co-written various books, pamphlets and articles for industry use. In addition, our partnerships with other professionals include CPA’s, CFP’s and elder law attorneys, to name a few.
As an individual, I am dedicated to achieving the following objectives for my clients:
1. Trustworthy partnership that is mutually beneficial.
2. Providing real financial truth and education.
3. Protection of principal against all possible challenges, (i.e. catastrophic illness, nursing home expenses, market risk, probate delays and fees, etc.).
4. Maximizing yield while realizing peace of mind is a higher priority.
5. Providing the same assistance and confidentiality for all friends and/or family who are referred to me, whether directly or in directly.
As a company, we seek to attain the same goals. As a result, we are currently in the process of building the most comprehensive, informational and state-of-the-art website for the benefit of seniors and all those who are involved in their care. When you have a moment, go to www.truth4seniors.com and check it out. Please feel free to leave input or submit information for review and possible publication. Working together, we can make the site more readily applicable for everyone.
Thanks for your time.
2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX
