We Understand Complex Wealth and Legacy Decisions

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We believe that Living Legacy Planning should give you the confidence to have a great life both now and in the future. Our firm provides the experience and expertise to help do just that for clients throughout North Los Angeles, Ventura, and Santa Barbara Counties. 

 

Your Living Legacy Plan will include comprehensive, family-office solutions such as:

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• Personal financial planning

• Retirement planning

• Education planning

• Charitable planning

• Bill Pay and Bookkeeping

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You’ve worked to build your wealth and deserve to make cherished memories with your loved ones while you still can. With a deep team of financial planners, attorneys, accountants, and investment professionals, our team has a breadth of knowledge to partner with you as you implement your legacy.