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Our Services

Providing Everything You Need for Estate & Legacy Planning

Vault

My Life & Wishes Legacy Vault

A secured electronic 'Vault' (Like the 'Cloud') Keeps everything thats important secured for you and also to share it with someone in the event you are not able to access it due to illness or death. Great for saving the important documents like birth certificates, deeds, or insurance paperwork. Or more important than that...Grandma's Macaroni Salad Recipe!

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Notary Services

Another essential part of Estate & Legacy planning is the necessary step of getting paperwork notarized for it to be legal and binding. Well no worries! We offer that service here as well! We also come to you so no stress about it...Just sign here!

Tap the button below and follow the instructions at the bottom of the page.

(This service will be available in Nevada soon!)

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Doctor writing notes

Life Insurance & Medicare

Our grass roots service...We started in the life insurance and Medicare business and just do not feel right giving that up. We handle ALL Life Insirance and Medicare inquiries on a case by case basis. Because what might be great for one person may not be a good fit for someone else. We take the time to sit down with you and really assess what you have going on to be sure you will be taken care of no matter what. So visit our Medicare page at the link below OR schedule and appointment with us for your complimentary no obligation assessment!

209-648-4083

CA Notary Commission #:

2419847

NPN: 17670364

CA License #:OK38816

Other States Licensed in:

CA, NV,  OR, TX, WA, AZ, FL

'For I know the plans I have for you, declares the LORD, plans to prosper you and not to harm you, to give you a future and a hope."

Jeremiah 29:11

209-568-6783

NPN: 20005854

NV License #: 3989244

NV Notary Commission #:

COMING SOON!

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We do not offer every plan available in your area.  We represent a number of MA organizations, which offer products in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

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