Our group has formed in an effort to be proactive with our financial planning. We share information to help save time and money. Our goal is to increase, protect, and transfer wealth cost effectively to achieve piece of mind.

View our Links Page for Exclusive Member Discounts.

Our next meeting is July 29th on Saturday at 10:30 am immediately after breakfast. We will discuss the following:

* Understanding Probate - Why and How to Avoid
* The benefit of a Will and Trust
* Durable Powers of Appointment
* Advanced Healthcare Directives
* Titling Property Properly - Probate and Tax advantages
* Protecting Your Legacy - Keeping Separate Property Separate in a Community Property State

For more information, call 949-644-0407.
You can also visit: http://www.open-ira.com/parknewport.htm