Real Estate & Financial Strategist
Real Estate & Financial Strategist
With over 20 years of experience in the real estate industry, I have built a reputation for providing exceptional service to my clients. I’m dedicated to helping buyers and sellers navigate the market with ease, using my deep knowledge of the local area and a strong commitment to achieving the best results. My priority is always to deliver a seamless, personalized experience that meets your unique needs.
As a financial strategist, I specialize in helping families secure their financial future by offering tailored solutions for retirement planning, 401k rollovers, annuities, and living trusts. I guide clients through budgeting, building emergency funds, and planning for major life expenses like college and final expenses. My goal is to help you protect your family, create a lasting legacy, and achieve financial peace of mind.
A living trust is essential for protecting your assets and ensuring your family avoids the costly and time-consuming probate process after you pass. Without a living trust, your estate could be tied up in court for months or even years, leaving your loved ones with unnecessary stress and expenses. I can help you set up a living trust quickly and affordably, with payment plans available to make it easier. Take control of your legacy and safeguard your family’s future today.
1343 E. Gladstone Street, #300, Glendora, California 91740, United States