Resources

  

Strategic Partners

Jeffery M. Verdon Law Group

www.jmvlaw.com

Jeffery M. Verdon Law Group specializes in estate planning for the high net worth individual, offshore asset protection planning and international financial transactions.  For over 24 years, the Firm has provided sophisticated estate planning and asset protection advice to some of American's wealthiest families.  Their estate planning strategies not only improve one's tax position, but will also enable privacy, confidentiality and lawsuit protection of one's holdings which is so difficult in today's world of high tech communications and information gathering by private citizens and governmental agencies. In today's litigious society, one cannot call their estate planning "complete" without implementation of the benefits of a properly structured asset protection program for selected assets.

Doug Fabian Wealth Strategies

www.dougfabian.com

Doug presents his keys to successful investing in a variety of forums.  He regularly appears at seminars around the country and hosts one of Southern California's most popular investment radio programs, "Doug Fabian’s Wealth Strategies".  He stands out on the pages of the Wall Street Journal, the Los Angeles Times, OrangeCounty Register, and appears nationally on CNBC-TV, Fox News Channel, and on KTLA-TV in Los Angeles.

Alan Haft

www.alanhaft.com

Alan Haft is a nationally recognized expert in investment planning and assists a diverse group of clients all over the country.  In addition, Haft continues to conduct public and private investment planning workshops at locations across the country that are designed to inform and educate those nearing retirement or already in their retirement years. His newspaper columns — “The Haft of It” — appears in a variety of newspapers around the country and serves as the basis of his first book by the same title. Other books include "You Can Never Be Too Rich: Essential Investment Advice You Cannot Afford To Be Without" and "The 10 Most Common Mistakes People Make With Their Money ... and how to avoid them.”  He has since been featured in numerous media outlets across the country including Money Magazine, Forbes, BusinessWeek, The Los Angeles Times, CNBC, The New York Daily News, Morningstar, Today Show.com, Fox TV, Miami Herald, Chicago Tribune, Philadelphia Sun, Radio America and many others.

The Ashton Group

www.ashtongroup.biz 

Ashton Group serves the unique tax and financial needs of the nation's wealthiest individuals and families. Their select group of tactical thinkers, tax strategists, and financial experts work together to provide an unparalleled level of service.