If you “Don’t Know What You Don’t Know” about any of the following, give the people that I work with a call to find out what you need to know. These referral partners cover Social Security Benefits, Long Term Care, Required Minimum Distributions, and other related financial matters call:
Financial Services:
Kinley Wong CRPC
Lincoln Financial Advisors
Tax Preparation and Book-Keeping Services
Julie Griffith, M.S.A., E.A.
Enrolled to practice before the IRS
International Health Care, Pre Medicare-Health Care Plans, and Other Insurance Options
Warren Wettenstein MBA
Legal and Identity Theft Protection
Avi Gingold
Acupuncturist
Dr. Benjamin Wu
California Licensed Acupuncturist