Serves Pleasanton, CA
35244
Hired 2 times
3 employees
11 years in business
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5.0
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ROSIE NUNO
Completed on 6/27/2024
Introduction
Secure your family’s future with a FREE, no-obligation consultation which will guide you through the critical components of estate planning. Estate Planning Education Included in FREE 30 min Consultation Covering: • Guardianship Planning • Succession Planning • Business Protection • Asset Protection • Wills and Trust • Life Planning • Financial Power of Attorney • Medical Power of Attorney • Probate By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything! - Estate Planning Education Seminars - Financial Education Seminars - Long Term Savings Strategies - Wealth Protection Plans - Insurance Protection - Retirement - Retirement Supplements - Tax Free Strategies - Annuities - Estate Planning - Wills & Trust As a licensed independent agent, I can customize a detailed plan based on budget and goals. Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey. “Failing to Prepare is Preparing to Fail.”-Benjamin Franklin
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