December 14, 2017
the gathering 2018

Laureate Center For Wealth Advisors Announces 2018 Gathering Event in San Diego

San Diego, CA – Southern California Institute’s Laureate Center For Wealth Advisors is holding its 2018 Gathering at The Westin – Gaslamp on February 22nd – […]
May 17, 2014

R.J Kelly and Advanced Estate planning ideas

Advanced Estate and Legacy Planning It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health […]
May 9, 2014

PolicyLogix for Business Owners

Insurance Policy Reviews for Business Owners There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, […]
March 18, 2014

Are you considering a Business Entity? Here are some to choose from

When you are looking to start a company or have started one and are looking for pertinent protection for your long term growth, assets, and partnership agreements, there are a variety of ways to go about this.  Below are different entity structure