Guardian Counsel

Introduction: What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience, and efficiency. You want to know you've made the best decisions for your family and that your plan will work when your loved ones need it the most. You want to make sure your children will be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. We encourage communication with our clients. In fact, we've thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a FLAT-FEE BASIS, agreed to in advance, so there are never any surprises. And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime. We have a funding coordinator to ensure your assets are protected throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the State of California because they were missed after your death. Learning about a family's history and the life stories they pass down from generation to generation. I really enjoy assisting families pass down their intellectual, spiritual, and family values since this type of wealth is so often lost between generations. People are busy, and this is often the last thing people think about. By helping families capture and transmit this information to future generations, I believe it strengthens family relationships and also creates long-lasting pride and a sense of connection with the past that most other estate planners overlook.