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ESTATE PLANNING

ESTATE PLANNING

Trusts and wills review
Beneficiary designations
Life-time gifting strategy
Inheritance and other windfall
Charitable planning

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Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

Events
MoneyTalks Series

Upcoming Events

Schedule Annual Review

Resources
Blog and Publications
LongTermCare.gov
HBR Crisis Article

Public Speaking Media Kit

Know Your Professionals
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CFP Board Member
ChFC Designation Check

CA Department of Insurance licence status 0E19513

Services
Family Financial Planning
Business Financial Planning
ERISA / 401(k) 403(b) Benefits
Security Based Lending
Donor Advised Funds
Insurance - Life, Disability, Long Term Care
Service Plans and Pricing

Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system. Wealth Cairn and its advisors do not offer legal or tax advice. Please consult an attorney or a Certified Public Accountant for legal and tax advice.

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