WE PLACE HIGH REGARDS ON CLIENT CONFIDENTIALITY
WELCOME
TRY BEFORE YOU BUY THE eSTATE PLAN PORTFOLIO
MAY WE ASSIST YOU
AS YOU CREATE, PROTECT
AND CONTROL
YOUR FAMILY LEGACY?
WE PUT YOU IN COMPLETE CONTROL FROM THIS DAY FORWARD
WE PLACE HIGH REGARDS ON CLIENT CONFIDENTIALITY
MAY WE ASSIST YOU
AS YOU CREATE, PROTECT
AND CONTROL
YOUR FAMILY LEGACY?
WE PUT YOU IN COMPLETE CONTROL FROM THIS DAY FORWARD
I AM WILLING TO INVEST THE TIME TO ESTABLISH A RELATIONSHIP WITH YOU!
WE WILL DISCUSS YOUR GOALS AND NEEDS, AND TOGETHER, DETERMINE THE BEST SOLUTION(S).
OUR MULTI-DISCIPLINARIAN TEAM OF PROFESSIONALS
HAVE WORKED TOGETHER IN EXCESS OF 30 YEARS
CPAs & TAX ATTORNEYS
PARALEGALS
INSURANCE BROKERS
ACTUARIES
CERTIFIED FINANCIAL PLANNERS
REGISTERED ADVISORS
COMMERCIAL BROKERS
RESIDENTIAL BROKERS
NOTARY PUBLIC
ALL WORKING TOGETHER FOR YOUR BENEFIT
ACCOUNTING & TAXES
INSURANCES
FINANCIAL PLANNING & PLANS
ESTATE PLANNING
RETIREMENT PLANNING & PLANS
PROTECTION FROM PROBATE
REVOCABLE LIVING TRUSTS - PAPER & DIGITAL VERSIONS
SSI PROTECTION FOR SPECIAL NEEDS CHILDREN
UNIVERSAL GUARDIAN TRUST & GUIDE
COMMERCIAL MORTGAGE LENDERS
EMPLOYER & FULL HR RESOURCES
INCLUDING
STAFFING & RECRUITING
MAY ALL OF YOUR ENDEAVORS
BE
SUCCESSFUL AND PROSPEROUS
ADDRESSING YOUR CONCERNS
IS OUR FOCUS
DO YOU HAVE CONCERNS YOU WOULD LIKE TO ADDRESSS?
WILL YOU GRANT US THE OPPORTUNITY TO PERSONALLY BECOME ACQUAINTED WITH YOU, GET TO KNOW YOU, AND ADDRESS YOUR CONCERNS?
OUR TEAM OF PROFESSIONALS WOULD LOVE THE OPPORTUNITY TO GET TO KNOW YOU AND DISCUSSS YOUR CONCERNS AND TOGETHER, WITH YOU, DETERMINE THE BEST SOLUTIONS.
TO BETTER SERVE OUR CLIENTS, WE ARE AVAILABLE EVENINGS AND WEEKENDS.
WE CAN ACCOMODATE ALL U.S.A. TIME ZONES
WE ENCOURAGE YOU
TO CHECK THE BOX ON THE CONTACT FORM
TO RECEIVE
COMPLEMENTARY NEWSLETTERS, BLOGS,.& VARIOUS
OTHER RESOURCE DOCUMENTS
WE MAKE AVAILABLE TO OUR CLIENTS
THROUGHOUT THE YEAR
CONTACT US FOR A COMPLEMENTARY
PHONE CONSULTATION
LONG TERM CARE INSURANCE
BE PREPARED - LIFE HAPPENS
Unplanned Catastrophic Emergency
Permanent Disability
Senior Living Planning
BUSINESS ENTITIES
Employer Sponsored & Individuals
Qualified & Non-Qualified Plans
Contribution Plans
INDIVIDUAL & FAMILY
FINANCIAL CHECKUP
PROPER PLANNING TO REACH YOUR FINANCIAL GOALS
OUR TEAM OF PROFESSIONALS
WILL GUIDE YOU THRU THE FINANCIAL PLANNING
&
RETIRMENT PLANNING PROCESS
DON'T OUTLIVE YOUR MONEY
START NOW
TAKE CONTROL OF YOUR FINANCIAL FUTURE
.
FINANCIAL PLANNING
WEALTH ACCUMULATION & PRESERVATION
Individuals & Families
Estates
Business Entities
Legacy Planning
Fiduciary Services
Portfolio Creation & Management
Lottery & Lotto Winnings
(DON'T MAKE THAT CLAIM UNTIL YOU CALL US)
Avoid the Pitfalls of Wealthy Today/Broke Tomorrow
Avoid the Predators Who Will Assuredly Come Calling
Estate Planning
Living Trusts
Revocable & Non-Revocable
Charitable Remainder Trusts
and More
Pre-Nuptial & Post-Nuptial Agreements
We invite you to attend
THE WEALTHY BY DESIGN
Seminar
Payroll Services Including Workers Compensation Audits & More .
Unraveling The New Independent Contractor Labor Laws
ATTRACT & RETAIN EMPLOYEES
HUMAN RESOURCES (HR) AFFILIATE PROGRAMS AVAILABLE
AFFORDABLE ACCESS TO BENEFIT PROGRAMS NOW FEASIBLE FOR SMALL & MID-SIZED EMPLOYERS
PROVIDING COMPLETE HR SERVICES - STAY COMPLIANT AT ALL TIMES - FOCUS ON YOUR BUSINESS OPERATIONS
LET THE SPECIALISTS MANAGE YOUR HR NEEDS - CUSTOMIZED FOR YOUR BUSINESS
STAFFING & RECRUITING RESOURCES
PROVIDING EMPLOYERS WITH THE RIGHT CANDIDATE FOR THE JOB OR CAREER
TEMPORARY - SEASONAL - PART[-TIME & - FULL-TIME
COMPLETE OUTSOURCING ALSO AVAILABLLE
MANY OPTIONS AVAILABLE CUSTOM DESIGNED TO FEASIBLY FIT YOUR NEEDS
WE WILL HELP YOU MAKE THE BEST DECISIONS
WE WILL BE HERE FOR & WITH YOU AS YOUR NEEDS CHANGE
COMMERICAL BROKERS & LENDERS
Working Capital Loans
Business Lines of Credit
COMMERCIAL MORTGAGE BROKERS & LENDERS
New Purchases & Refinance Loans
Bridge Loans & Take-out Loans
New Construction Loans
Permanent Financing Loans
SBA Loans
Private Lenders
CONFORMING & NON-CONFORMING
OUR TEAM OF AFFILIATE LENDERS
STAND READY TO ASSIST YOU
WE HAVE ACCESS TO ALL LOAN PROGRAMS
INVESTMENT PROPERTIES
2-4 Unit Residential
Multi-family
Single Family Resident
Vacation Rental Property
OWNER-USER PROPERTIES
Assisted Living Automotive Cannabis
Church Gas Station/Car Wash
Hotel Industrial Marina
Medical Building Mixed Use
Mobile Home Park
Office Restaurant/Bar
Retail Self-Storage
Specialty Use
LOAN PROGRAMS TO FIT YOUR NEEDS
GRANT US THE OPPORTUNITY
TO PROVIDE THE FINANCING YOU ARE SEEKING
Financial Statements - Monthly & Quarterly
Business & Individuals Consultation
Income Taxes - Business Entities & Individuals
Audits & Tax Mitigation
Statements of Net Worth
Business Continuation & Cessation
FINANCIAL & TAX PLANNING
WE SERVE ALL TYPES OF BUSINESS ENTITIES
Sole Proprietorships S Corporations
Closely Held Corporations
General & Limited Partnerships
Single & Multiple Member LLC's
INCLUDING HOME BASED LOCATIONS
ALSO NOT FOR PROFIT 501(c)(3) ORGANIZATIONS
ONGOING TAX PLANNING
FINANCIAL STRATEGIES
PENDING TAX PROBLEMS
ACCOUNTING & TAXES NEED TO BE BROUGHT CURRENT
WE DEFINITELY CAN HELP
DON'T KEEP FEELING OVERWHELMED
CONTACT US
PROVIDING COVERAGE VIA ALL TYPES OF POLIICIES
COVERAGE FOR INDIVIDUALS & FAMILIES
AND BUSINESS ENTITIES
INCLUDING LONG TERM CARE
SERVING ALL TYPES OF BUSNESS ENTITIES, INCLUDING HOME BASED BUSINESS LOCATIONS
ADDRESSING YOUR CONCERNS
ASSET PROTECTION
LIABILITY COVERAGE
BUSINESS INCOME
& BEYOND
WHAT IS YOUR FOCUS?
THE eSTATE PLAN PORTFOLIO PLATFORM
SPONSORS A REVENUE SHARE PROGRAM WITH YOUR ORGANIZATION
LONG TERM & LEGACY PLANNING
THE ORGANIZATIONS CAN BENEFIT FROM CHARITABLE REMAINDER TRUSTS .
WE SHOWCASE SPECIAL ITEMS IN OUR FEATURES - DROP DOWN LIST.
PLEASE TAKE THE TIME TO BROWSE OUR LIST WHEN YOU ARE ON OUR SITE.
Notary Services by appointment only.
---------------------
Attorney office and window services available.
(San Bernardino County, CA Courts Only )
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
BE SURE TO CHECK HERE
UPCOMING SEMINARS AND WEBINARS- ON DEMAND
PLEASE SIGN HERE INC
Headquartered in San Bernardino, Ca
Copyright © 2024 PLEASE SIGN HERE INC - All Rights Reserved.
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OUR TEAM OF PROFESSIONALS
ARE POISED TO SERVE YOUR NEEDS
SERVING
INDIVIDUALS & FAMILIES
AND
BUSINESS ENTITIES
NATIONWIDE SERVICES
WE CAN ACCOMODATE ALL USA TIME ZONES