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Established in 2011, we serve clients nationwide, with a primary focus on California, Arizona, Nevada, Texas, and Florida. From our main office in California, we collaborate with tax professionals, attorneys, and fee-only financial advisors across all 50 states. Our partners value our independence, expertise, and fiduciary-based life insurance analysis to help them navigate the needs of high-value clients and complex insurance planning cases (life, annuity, disability, and long-term care).
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