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STRATEGIC PLANNING

What good is a great investment when your gains are either taxed away or subject to strategic pitfalls?

How​ ​you​ ​hold​ ​your​ ​investments is​ ​crucial​ ​to​ ​keeping​ ​your​ ​gains for the best benefit of you, your family, or your business.

Learn from the experts in this section:

  • Best Corporate Benefit Plans
  • Planning for families with Special Needs members
  • Best Tax-Advantaged Planning
  • Business Succession
  • Elder planning for Medi-Cal and Long-Term Care qualification

ALTERNATIVE INVESTING
Get out of the “stocks and funds box”!

Round out your portfolio for​ ​real diversification​ with a variety of investments your stockbroker will never carry, and never tell you about. (NOTE: For educational purposes only. No public offerings will be made.)

Visit Us By Appointment:
American Legacy Solutions Studios
5808 Telephone Road, 2nd Floor, Ventura, CA 93003