Schedule an Appointment

Simple Planning

​If the client answers "No" to our Questionnaire
or
Interactive Video recommends the Simple Plan

Live Video Consultation

Schedule An Appointment

​ON-DEMAND LIVE APPOINTMENT HOURS 
8 AM - 4 PM Pacific Standard Time
​Monday - Friday 

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Estate Planning
Wills & Trust
Probate
Trust Administration
Trust Funding
Medicaid & Veteran Planning

Submit your Request

Tax Planning
Tax Preparation
Tax Planning
Charitable & Business Structures

​

Submit your Request

Legal Services
Litigation
Real Estate
Immigration

​

Submit your Request

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Accounting Services
CPAs/CFOs
Bookkeepers
Tax Preparation

​

Submit your Request

Business Solutions
Corporate Formations (LLCs)
Contracts and Agreements
Employee Administration / Mergers
Business Exit Strategies
Asset Protection

Submit your Request

Debt Management
Mortgage Refinancing
Credit Repair
Debt Consolidation
HECM Mortgages
​

Submit your Request

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Premium Financing
Loans
Hassle-Free Funding Process
Financial Advice
​

Submit your Request

Notary Services
Corporate Document
Records to Prove
Your Identity Estate Documents
Real Property Contracts

Submit your Request

Comprehensive Planning
For Help in Multiple Areas
​

Submit your Request

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Advanced Planning

If the client requires more advanced planning such as:

• High Net Worth ($3M+)
  
• Business Owner
  
• Legacy/Charitable Planning
  
• Non-US Citizen
  

• Special Needs
  
• Asset Protection
  
• International Assets
• Non-Permanent Resident

It is strongly recommended that the financial advisor/professional meet with our LSPN concierge prior to making the client appointment.

Book an Agent Meeting

​For agent to discuss client's needs

Book a Client Meeting

For client to discuss options