Our team not only provides Estate Planning, but also provides financial strategies for those who are about to retire or are already retired. This includes, but it is not limited to IRA Roll Over and IRA Multi-Generational strategies. We also specialize in working with government entitlements such as Medi-Cal and Veterans Long Term Care Benefits to further preserve our client’s estates. We enhance the lives of those we meet by helping them face demanding and challenging estate and Financial Planning situations with continuing education and proven strategies, through team strength wisdom and knowledge. Call 530-823-6023 or Contact us today to learn how our no obligation, 3 Step Review can help you with your specific concern or situation.
Robert W. Ash, esq
Owner, Executive Financial Planner, AttorneyRobert Ash has practiced law in estate and financial planning for 32 years. He is the owner of Ashland Financial Resources, a member of the California State Bar and Placer County Bar Associations, and is certified to practice before the Eastern District of Court of Appeals. He has also worked with many clients in the area of Medi-Cal pre-planning. For several years he has been a member of The National Association of Elder Law Attorneys. He is a member of the following organizations: The Auburn Chamber of Commerce, The National Ethics Bureau and The Better Business Bureau.
Insurance Lic.# 0E77199
California State Bar #64968