a complete financial planning package that includes estate planning, investment and insurance guidance, retirement planning and tax planning. Whatever life stage you or

experience includes Probate, Estate Planning, Simple Wills, Living Trusts, Revocable Trust. Irrevocable Trust, Insurance Trusts and on health care data collection, the life sciences, clean technology and mobile apps. partnerships, buy-sell agreements and real estate purchases. Advance: He also represents investment

full service family owned and operated independent insurance agency in business since 1963. We Home, Auto, Earthquake, Condo, Tenants; Umbrella, Boats, Life Commercial Lines - Professional Liability; General Liability, Disability, Long Term Care - individual; Group plans;estate and pension planning by referral.