There are not many times that i can say i had a 100% 5 star experience dealing with professional advisors, legal counsel, etc. in the course of my business and personal needs and glad to say i just did with Richard! My family can now feel much more comfortable that we have a solid estate plan in place that was custom created by Richard and his team. Its one thing to create a plan and another to explain in such detail as he did for us, not leaving any question or concern unanswered. Thank you so much Richard for all your hard work and dedication for all that you do. David Parker and family. David P., Woodland Hills, CA

There are not many times that i can say i had a 100% 5 star experience dealing with professional advisors, legal counsel, etc. in the course of my business and personal needs and glad to say i just did with Richard! My family can now feel much more comfortable that we have a solid estate plan in place that was custom created by Richard and his team. Its one thing to create a plan and another to explain in such detail as he did for us, not leaving any question or concern unanswered. Thank you so much Richard for all your hard work and dedication for all that you do. David Parker and family.

David P., Woodland Hills, CA