Our Mission


Our Team of MBA's, CPA's and provider Attorneys working with (your team of professional advisors) in developing a plan, not one advisor but an entire team! 

Our mission is your mission, to get to know and understand your needs, wants, and long-term goals. We want to help you develop, designed and draft a plan that creates the wow factor! That adheres to current and future income needs.

What if we could give you a free look?

Your Estate Plan - Living Trust- All estate planning needs through  AmeriEstate Legal Plan one of the largest estate planning firms in California. I am proud of being the longest legal plan advisor since 2002. If you don't have a Living Trust, let us share the importance of getting one now! If you have one, let us review it "free of charge"! Approximately 57% of all living trusts the assets are not properly funded into the trust, that may cause your estate to go to probate when the last Trustee dies? 

Do you have MONEY IN A QUALIFIED ACCOUNT? 401K, IRA, SEP, TSP, 457B, Let us take it from risk to safety and stop the losses forever, where gains lock-in annually and never roll back, substantially increase the returns and reduce the taxable liability at retirement. Get off of the roller coaster ride, where your your funding an increasing undetermined taxable liability that robs from your growth that is not fixed. Get on the right side of the S&P 500 and substantially reduce your taxable liability. . .

Individual, Family & Business Planning - let our CPA/MBA work with your CPA or accountant, free of charge! You might be amazed with what we discover?

We are so "confident" that our staff can create a plan that exceeds your expectations that we will utilize our experts at absolutely no charge or obligation. Depending on the size of your business or wealth, this could be in the tens of thousands of dollars of value.

You have absolutely nothing to lose and everything to gain! 


One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Have a Question?

Thank you!