29252 Elba Drive, Laguna Niguel,
CA 92677
Office 949.429.2320 

OUR PARTNERS

 

We work extensively with various law firms for estate planning and document preparation, as well as financial planning firms. Here are links to some of our favorite partners:

Knox Capital Advisors
13961 S. Minuteman Drive
Suite 300
Salt Lake City, UT 84020
http://www.knoxcap.com 

Mr. Gordon Schaller
Jeffer, Mangelis, Buter & Marmano LP
695 Town Center Drive
Suite 230
Costa Mesa, CA 92626
http://www.jmbm.com 

The Chamberlain Group
2301 Dupont Drive Irvine,
CA 92612
http://www.cgwealth.com 

Mr. David Grant
Jeffrey Burr Law Office
2600 Paseo Verde Parkway
Henderson, NV 89074
http://www.jeffreyburr.com