Financial & Estate Planning Education
How We Can Help!
Nobody likes to think about estate planning,
but what you do next could ensure that your money stays in your family.
but what you do next could ensure that your money stays in your family.
Your estate is comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.
No matter how large or how modest, everyone has an estate and...
—you can't take it with you!
No matter how large or how modest, everyone has an estate and...
—you can't take it with you!
- Estate planning is for everyone, not just "retired" people.
- Estate planning is not just for "the wealthy"
- Estate planning is for anyone who has built some wealth and wishes to preserve the maximum amount for family/friends after they pass.
- Estate planning will minimize taxes, legal fees, and court costs.
- A 'will' provides your instructions, but will not avoid probate.
- A 'living trust' has several benefits and is preferred by many families and professionals.
- If you don't have a plan, probate/tax can take >50% of your estate!
- Estate planning does not have to be expensive.
- The best time to plan your estate is now.
- The key benefits are, pay minimum tax, preserve maximum value and your peace of mind.
- We will explain your options in our FREE seminar and connect you with a legal adviser to discuss any questions you may have. All with no obligation or sales pitch!
- Donation Records: See our Church sponsored Estate Planning donation records.
Donation Records
Learn How You Can Protect Your Family...
We'll provide you all the information you need to get started!
Or contact us for more information:
Seminar@charitablegivingfoundation.org
7/24 Phone: 949.378.5134
Request a Video Conference Meeting:
Estate Planning and Real Estate Support Businesses Directory: (Click to expand or close)
The Business Directory listings below have been approved in support of CFG programs. It is NOT required that you use any of these services. They are here for your convienience. Note: several are in the process of being updated.
CGF Affiliate Partners
Company
Contact
Phone | Email
CGF
Affiliate Partner
Affiliate Partner
Danny Fehsenfeld
Independent Representative
Independent Representative
CGF
Affiliate Partner
Affiliate Partner
CGF
Affiliate Partner
Affiliate Partner
CGF
Affiliate
Affiliate
CGF
Affiliate Partner
Affiliate Partner
CGF
Affiliate Partner
Affiliate Partner
Jo and Rich Phan
Owners
Owners
CGF
Affiliate Partner
Affiliate Partner
CGF
Affiliate Partner
Affiliate Partner
CGF
Affiliate Partner
Affiliate Partner
When calling USE THIS CODE 06-006940
CGF Affiliate Partner
CGF Affiliate Partner
John Carr
Independent Agent
Independent Agent
Financial Services:
Company
Contact
Phone | Email
Simone Kvalheim
Executive Consultant
Executive Consultant
Chuck McLucas
Founder/President
Founder/President
Doug Cobb
Owner
Owner
Robert Trommler
Financial Adviser
Financial Adviser
Beverly Rocheleau
Contact
Contact
Heidi Anderson
President
President
Kip Kolson
President
President
Brandy Wells
CGF Representative
CGF Representative
Joseph Sturniolo
Founder, CEO
Founder, CEO
Jo Phan
Owner
Owner
David Lee
Founder/President
Founder/President
Robert Goodin
Adviser
Adviser
Warren Elkin
President
President
Philip Liberatore
Founder/President
Founder/President
Thomas Savino
President
President
Doyle Glass
Owner
Owner
David Escarcega
President
President
Jay Kaplan
Senior Adviser
Senior Adviser
Robert D. Cavanaugh
Financial and Estate Planner
Financial and Estate Planner
Neil L. Barbour
President
President
John A Zarvos
Broker/Owner
Broker/Owner
Jim Sullivan
Cheif Executive Officer (CEO)
Cheif Executive Officer (CEO)
Joe & Karin Voorhies
Living Trust Advisers
Living Trust Advisers
John Carr
Independent Agent
Independent Agent
House Keeping and Janitorial Services:
Company
Contact
Phone | Email
Legal Services:
Company
Contact
Phone | Email
Chris Carroll
Marketing Director
Marketing Director
Donald M. Corliss Jr.
Attorney
Attorney
Gary DeWitt
Owner
Owner
Kevin M. Fehrmann
Mike McEver
Attorney at Law
Attorney at Law
Gerald S. Unis
Esq.
Esq.
Long Term Care (LTC) & Retirement Communities:
Company
Contact
Phone | Email
Tinnia Burdine
Director of Sales and Marketing
Director of Sales and Marketing
Diane Correll
CLTC
CLTC
Real Estate (Buy, Sell, Investments and Refinance):
Company
Contact
Phone | Email
Brian James
Vice President/Operations
Vice President/Operations
Margie M. Ivy
Elite Agent (Top 1%)
Elite Agent (Top 1%)
Joel Grushkin
Managing Director
Managing Director
Dianne Rector
Realtor
Realtor
Renee Trommler
Reverse Mortgage Adviser
Reverse Mortgage Adviser
Michael Puskas
Owner
Owner
Don Rosenbloom
Owner
Owner
Nancy Moeller
Real Estate Broker / CPA
Real Estate Broker / CPA
John A Zarvos
Broker/Owner
Broker/Owner
Ed Mc Clements
CHFC, MSFS, CLU
CHFC, MSFS, CLU
Real Estate - Leasing (Landlords, Tenants and Property Management):
Company
Contact
Phone | Email
Margie M. Ivy
Elite Agent (Top 1%)
Elite Agent (Top 1%)
Joel Grushkin
Managing Director
Managing Director
Pamela Evans
/merchants-pending
/merchants-pending
Dianne Rector
Realtor
Realtor
Don Rosenbloom
Owner
Owner
Nancy Moeller
Real Estate Broker / CPA
Real Estate Broker / CPA
Suzanne Rentz
CEO
CEO
John A Zarvos
Broker/Owner
Broker/Owner
Ed Mc Clements
CHFC, MSFS, CLU
CHFC, MSFS, CLU
Solar Energy:
Company
Contact
Phone | Email
Allen Hamilton
Energy Resource Partner
Energy Resource Partner
Patricia Cabaldon
Distributor
Distributor
Tom Park
Owner/Director
Owner/Director
Ed Mc Clements, ChFC, MSFS, CLU
Owner
Owner
Lori Ricciardi
Marketing Coordinator
Marketing Coordinator
Michael Renzi
VP & Co-Founder
VP & Co-Founder