Testimonials

“It was a sincere pleasure to meet you… the information you supplied at the meeting was helpful and its assurance that you guided my mother correctly through this difficult process. I also want to thank you for showing my mother such sensitivity during this very challenging time for her.”- Roy F. San Fransisco CA

“Just have to tell you how grateful we are for all the help you’ve given our family in ‘squaring away’ our future. Your knowledge has changed our lives! My wife actually thought that if I died first, she’d be sitting on the curb too poor to survive. We are so relieved. You were able to show us what to do.”- Jimmie & Darlene Clovis CA

“I would like to convey my sincere appreciation for your professional help with my mother’s estate. Dear Greg, “Not only did you help me while she was still living in a Nursing Facility, but once she passed away and the legal papers started coming in, you were there to help me again. I had the utmost confidence in you and your associates that everything you be taken care of right. And it was! I am so thankful that I heard about you and your associates and the great work you do for senior clients and that I came to you when I needed help to let me know how to go about planning my mother’s estate. You did a wonderful job Greg! Thank you so much.”- Sue C. Nipomo, CA

“My sister and I didn’t know where to turn when our mother became ill. The savings she had were being spent at an alarming rate, and about the time we were thinking of putting her into a nursing care facility, we were told to contact Greg Steen for help. Greg showed us how to protect the assets she had left and took care of getting her appraised for medi-cal. the medical process is a nightmare, I would hate to have had to get all of the paperwork done by ourselves. It was a comfort to know that going forward this is something I never gave to deal with. Greg has made life much easier and he was a pleasure to work with!” -Sincerely, Carol V. Fresno CA

CA License # 0727217