We provide estate planning to help you create your family’s
Beyond simply a financial service, we offer a holistic approach to protecting your legacy. By building a plan that ensures a smooth transition of all that you value to current and future generations, we’ll make sure your heirs receive everything they deserve.
TV and Radio stations throughout San Diego rely on Rod’s expertise regarding estate planning.
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Get to know the
After having witnessed first-hand the damage wrought by lack of planning, Rod is committed to helping people make smooth transitions between generations.
Before my husband’s passing, we worked with another estate planning attorney. We put into place estate planning documents to supplement a special needs trust (SNT)… “Deb E.”