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"In recent years my Mom’s health and ability to care for herself and her financial affairs has declined...Marilyn has insured that my Mom has been provided with top notch in-home care and that my Mother’s financial affairs are protected and professionally managed….I would gladly recommend Marilyn’s services to anyone considering having a professional manage their affairs."

James Barta

When you contact our office, Marilyn will arrange to meet with you to discuss your goals, preferences and concerns, and to gather information relevant to your estate plan and management of your assets. Then, when circumstances require her to step in, she will be able to do so equipped with the knowledge of your personal preferences and your unique situation.

Marilyn’s primary goal is to manage your affairs and ensure your financial security, in a manner that is consistent with your lifestyle and preferences.

Our contact information

Phone: 619.749.0161
Address: 1380 El Cajon Blvd., Suite 216
El Cajon, California 92020