Elaine Shanley of Finance Forward joined the firm (formerly Young & Company) in 1998 and became Partner in 2003. She is proficient in all areas of wealth management and is licensed for life, health, disability, and long term care insurance. She is a Certified Financial Planner® practitioner, holds the Accredited Investment Fiduciary® (AIF®) designation for retirement plans as well as the Certified Divorce Financial Analyst® (CDFA®) designation, and is recognized as a Woman’s Choice Award recipient for 2014-2021. To learn more visit their website by clicking here.
Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs) http://businesssalsa.com/empowering-your-team-a-deep-dive-into-esop-employee-ownership/. Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP. We are committed to providing our clients with the highest quality service and support possible, from start to finish. Upon completion of our services, we will also organize and execute a company event to celebrate and communicate these new changes for your employees and communities. For more information about our services, please visit our site at https://excellegacygroup.com/employee-ownership/ and https://excellegacygroup.com/blog/.
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Address: 28202 Cabot Rd 3rd floor, Laguna Niguel, CA 92677
Phone: (949) 385-3130
Website: www.estateandtrustlawyer.com
Top-rated Estate Planning Lawyer in Laguna Niguel, CA to help you dealing with disability issues, writing a will, setting up a living trust and establishing a power of attorney for medical decisions. At Parker Law Offices, we will guide you in planning your estate matters, including who you want to inherit from you and who will make decisions on your behalf for finances and health care.
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