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LiveDreamAchieve Tech

Kyle Christensen
Location

Oklahoma

We produce the most effective financial planning software on the market! Most planning software systems do a great job of complicating and confusing clients, and produce an unseemly large report for clients. Our software simplifies and empowers the client to ... Read More
Service Type: Financial Services
Service Area: All States
Speciality: Financial Planning Software

Risk Management Advisors, Inc.

R. Wesley Sierk
Risk Management Advisors, Inc was established in 2000 and consists of a team that is well known in the industry of Alternative Risk Management, Asset Protection, and Tax Reduction. One of the firm's specialties is Alternative Risk Management Structures using ... Read More
Service Type: Insurance
Service Area: California
Speciality: Captive Insurance

Stanislawski & Company, Inc.

Chuck Stanislawski
Our C.P.A. expertise has saved over 20 new clients $100,000+ in taxes – each!  We specialize in working with individuals and their successful businesses, and working with family groups including their private foundations, estates, and trusts.  We also work with ... Read More
Service Type: Accountant
Service Area: California
Speciality: Book Keeping

Terzian Law Partners

Vanessa Terzian
An adjunct professor of Wills and Trusts at Southwestern Law School and recently named a top attorney of 2014 in Pasadena Magazine and a Rising Star by Super Lawyers, Vanessa Terzian began her legal career as a Trust Administrator for ... Read More
Service Type: Attorney
Service Area: California
Speciality: Taxation, Tax Planning, Probate, Trust Administration, Kids Protection Planning, Asset Protection

Delaware Pacific

Waleed Delawari
Waleed Delawari is one of California's leading mortgage professionals. Since opening his own brokerage firm in 2001, Waleed has successfully closed over one billion dollars in mortgage loans and successfully helped thousands of borrowers. Waleed has a very simple and ... Read More
Service Type: Mortgage Brokerage
Service Area: California
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