Financial Services - Carlsbad, California, United States
We share your values, from how you manage your estate for your heirs to the charities that you support. We help our clients maximize the impact of their participation in the community by assisting them in supporting those organizations now and long after they have gone. In some cases, we can help you generate tax-deductions now based on a gift that your favorite charity will receive only after you and your spouse have passed away. In the meantime, that asset can potentially continue to work for you and your current income needs. We connect professionals in the community with non-profit Boards of Trustees that are seeking someone with their skill set and help build a long-term relationship in the community that benefits everyone.We start with any new client you refer to us. As we help them, we will donate 10% of any first-year revenues to the charity of YOUR choice, making sure that they thank YOU for that support.Quite simply... we provide you the support and guidance that comes with "Planning to Leave a Lasting Impact."