Fee Based Financial Planning and Coaching

  • Comprehensive Financial Planning
  • Focused Financial Planning
    • Cash Flow/Budget Planning During Retirement
    • Retirement Income Distribution
    • Aggressive Tax Reduction Strategies During Retirmeent
    • Retirement Lifestyle Roadmap
    • Insurance Planning
    • Conservative Investment Management
    • Intergenerational Planning
  • Wrap/Advisory Accounts
  • Private Client Group (Accounts Over $2M)

     


 


  • Detailed Estate Planning
  • Living Revocable Trust
  • Pourover Will and Living Will
  • Advanced Health Care Directives
  • Durable Powers of Attorney
  • HIPAA Medical Information Release
  • Deed to Home and Tax Assessor Report
  • Safe Keeping Document Service
  • Intergenerational Planning
  • Aggressive Estate Tax Reduction Strategies


 

Premier Capital Management, Inc.  ::  (818) 888-4646  ::  California Insurance License No: OD78394
Premier Capital Mortgage and Realty, Inc.  ::  California Real Estate License No: 01834663
Premier Wealth Advisors, Inc.