To contact Louis, call 949.929.4792

Life Strategy

At the core the Life Strategy Program is a life audit that addresses the key concerns with regards to the complex integration of: Family, Vision , Goals, Values, Finances, Tax, Legal, Insurance, and Multigenerational Estate Issues.  We not only address these issues we develop a prioritization  plan, one that promotes continuity between the various categories.

In its simplest form the Life Strategy Program helps you solve problems, complex, difficult and unseen problems.  We view each situation as unique and develop a tailored solution with no pre-scripted or canned procedures or formulas.   We believe that relationships and finances are ever changing and for us to solve problems we must be willing to change our approach to achieve various goals.

We look forward to partnering with you and or your family, to explore the best possibilities, choose them and create a worthy reality .

Sincerely ,

Louis C. Baker, President


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