"I love my family, but I’m leaving them a mess." If this is you ... keep reading!

Estate Planning Made Simple

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

What You'll Get In A One to One Meeting

What Happens Without A Plan

Discover the risks your loved ones face when you don’t have a plan in place.

Myths About Estate Planning

Uncover the truth behind common estate planning myths and misconceptions.

Why Everyone Needs A Plan

Learn why estate planning is essential, no matter your age or financial situation.

Estate Planning Solutions

Explore the options available to protect your assets and secure your family’s future.

How to Start Estate Planning

Get simple steps to begin planning and protecting what matters most.

DID YOU KNOW?

Over 60% of Americans haven't protected their family with an estate plan.

WHY YOUR FAMILY NEEDS YOU TO HAVE A PLAN

Scenario 1: Family Planning

Every parent should have the peace of mind that their children will be cared for, yet many feel stuck because estate planning feels overwhelming. Instead of planning they do nothing and end up not having a plan at all.

Scenario 2: Disabilities of ALL ages

Every child with a disability deserves a secure future and the right support to thrive, but many families struggle to navigate the complex systems needed to ensure their needs are met throughout their life.

Scenario 3: Avoiding Probate

Families should be able to preserve and pass on their hard-earned wealth, but complex systems make it hard for them to do so without professional guidance.

Scenario 4: Moving Out of State AFTER already planning

When you move to a different state the laws are different. Families deserve to feel confident that their estate plan will work no matter where life takes them, but moving to a new state often complicates things, requiring adjustments to ensure their wishes are honored.

John Roberts

John has been helping the residents of southern California protect their assets for over four decades. , working with business owners, individuals, and company employees in assisting them in Life Insurance, Retirement, Long Term Care and Medicare Senior Health plans.

Working with his clients he helps them navigate everything from making the right Medicare choice to securing their retirement but the most important step to protecting one’s assets is often the one that John found most of his clients were overlooking, a properly funded Estate Plan. John realized that a family’s planning was incomplete and could potentially end disastrously in Probate Court.

Which is why John began educating his clients and the public in southern California about the benefits of a properly funded Estate Plan and the differences between a traditional Will and a Revocable Living Trust.

During his educational events you will learn everything you need to know to make the best most informed decision for you and your family.

Join John at one of his educational events or schedule a 15-minute discovery call to find out the best way to protect your assets, your retirement and most importantly your family

MEET WITH JOHN!