Hey, I have a question. My sisters & I are trying to do my dads estate plan but we realized we're going to need some professional help with his Trust. Anyone have any...
Alanna N. replied:
Hi Joe, My family has someone, but he is in San Diego now. If you are interested let me know and I will find his number. Take care,Alanna Date: Wed, 2 May 2012 10:37:47 -0700
Hi Joe, Hope all is well with you and your family. I did a living trust will several years ago, and its a very critical issue to consider. It avoids crucial family problems, I commend you for that. I have an attorney by the name of, David Einsenstein, located in San Diego. His phone number is, (877) 757-4878. God Bless.
Meri M. replied:
Myron Schuster at American Trust - Newport Beach
Paula O. replied:
my 'help' would be to be there with your Dad without being misconstrued in any way as to being there too much- I know that sounds weird, but, when it all comes down there IS a fine line- My Family has gone through some major viciousness, and my Dad is still alive and viable... good luck, peace and love~
Looking for a financial advisor/planning that does NOT also sell insurance, investment opportunities etc. Does that even exist?
Jeri Y. replied:
Our Ameriprise Advisor doesn't. He just manages our portfolio. He's a really strong Christian! Maybe he can recommend someone in your area. His name is Terry L Dworaczyk and his number is 805.938.9724. We've been really happy with him and have been with him for about ten years or more.
Anita K. replied:
Jamie Conner mentioned our guy: Jeff Boyd with Phase Four Solutions in Mission Valley. He is sometimes hard to get a hold of, but Jeff has had some health issues this past year, too. So if you decide to contact Jeff, be persistent. I hope you decide to at least meet with him and see what you think.
Rob N. replied:
Warren Buffet is pretty good..
Melissa B. replied:
Rob Nelson, technically I work for Warren Buffet. Pampered Chef is one of his companies.
Anyone have a connection for a tax/financial advisor? Some one you've used and trust?
Shirley W. replied:
I have used Terry and Julie at Management Services for years..they are quick and accurate and are located in El Cajon. They did our Trust taxes till we dismantled the Trust for my folks and have used them since. If interested, pm me and I will give you # and address.
Sam L. replied:
My guy is Mike Hoffman. He's up on Ruffin Rd. Call me if you want to discuss it.
If anyone has any financial advisor or CPA contacts in the San Diego vicinity, please let me know! I would like to introduce myself to them, in hopes to form a biz...
Krista M. replied:
If the person does not need to be local, we love our financial advisory based in Berkeley - Justin Martello with Effective Assets.
Melanie S. replied:
Jennifer Pohl Kolterman ... Meet Jeff Mendelsohn-Realtor.