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Your Board of Directors
We are focused on long term relationships with our
clients. We consider ourselves key members for your personal “board of
directors”. Our belief is that each business and each family, regardless of
size, should have its own “board of directors”. As members of “your board” we
bring tax and business analysis planning and with my financial planning partner,
Rebecca Harper,
add the elements of financial product strategies with tax guidance and asset
management strategies. We take the lead to coordinate other potential advisors
to “your board” for legal issues, business valuations, financing solutions and
other professional skills. Please click below for a list of some of our advisors
contacts
Financial Planner
Estates
Business
Employment
Mortgage/Financing
QuickBooks
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Michael Pearce, Estate Planning Attorney
7600 Greenhaven Dr., Suite 304, Sacramento, CA
(916) 399-5588
Michael is an estate planning attorney with over 15 years of
experience. He received his law degree from McGeorge School of Law.
Michael’s firm is exclusively devoted to estate planning and estate
administration services, including drafting of Revocable and Irrevocable
Trusts, Special Needs Trusts, and the handling of estate administrations
and probate.
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David L. Cohen, Cohen & Durrett
The Employers'
Council
8880 Cal Center
Drive, Suite 190, Sacramento, CA
95826
(916)
361-8797
www.cohendurrett.com
Cohen & Durrett
attorneys practice primarily in the areas of employment law, real estate,
business and commercial litigation. Also providing other legal services to
businesses and individual clients.
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Kurt E. Munch, Senior Loan Consultant
5050 Laguna Blvd., Suite 112-561, Elk Grove, CA
(916) 683-4230
www.mtgexpress.net
Kurt has over 15 years experience in this industry. He holds a Real
Estate sales license, has a degree from CSUS, and is the owner of
Mortgage Express. He provides financing options to fit your needs be
it, purchase, refinance, home improvement, or debt consolidation.
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Toni Howe, QuickBooks Professional
Advisor
Toni Howe Consulting
3960 Partridge Ave., West Sacramento, CA 95691
(916) 813-0603
www.tonihoweconsulting.com
With over 10 years of experience and being a member of the QuickBooks
Professional Advisors program for the past 7 years Toni is trained in
all versions of QuickBooks software and specializing in software
installation, setup and training for you or your staff to maintain your
accounting system. Also available to provide you bookkeeping
services using QuickBooks software.
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