Broker Check

24422 Avenida De La Carlota
Suite 300
Laguna Hills, CA 92653

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Patrick A. Thompson, AWMA®

(949) 305-5836

 

Estate Planning & Risk Management

Develop a lasting impression based
on your most important values.

Client Centered

We help you create a plan so your loved ones will be well cared for – maximizing the impact of your charitable gifts.

Our Estate Planning & Risk Management Services Include:

  • Estate Plan Review
  • Trustee & Fiduciary Support
  • Family Legacy Planning
  • Intergenerational Family Financial Education
  • Risk Management Review for Life, Disability & LTC Insurance
  • Charitable Planning
  • Trustee Services
  • Property & Casualty Insurance Review 
Learn More about Estate Management