We Can Help You With All Your Senior Needs
from Estate Planning to Assisted Living Placement

Estate Planning

Estate Planning

Estate Planning is one of the most loving things you can do for your family.

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Retirement Planning

Retirement Planning

Retirement security is one of the most critical issues Americans face today. You don’t need to do it alone.

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Assisted Living Placement

Assisted Living Placement

When the time comes to find the right Assisted Living Facility, we are the ones to help you find just the right one.

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Reviews

5 stars

I met Mr. Trujillo nearly three years ago when he first came to establish a trust. In this endeavor I found him honest, competent, prompt and personable. A good family man, he is guided by Christian principles in his work. After numerous meetings,I have no reason to think otherwise. I consider him a friend and would recommend him to anyone requiring his council and expertise.

Robert L Neuman
Chandler, Arizona

5 stars

“Vincent Guarnieri was first introduced to me and my family when we were trying to find assisted living for my mother. We were told he could help us find resources to pay for assisted living. Vincent kept his promises and even exceeded them. Vincent is knowledgeable, professional and compassionate. Because of his help and insights, my mother now receives VA benefits, lives in the assisted living of her choice and, through his guidance, we created an estate plan that can provide wealth for multiple generations. He relieved our stress during a very stressful time. I highly recommend Vincent and his senior care planning services to everyone.”  

Jody Rockmaker
5 stars

“Vincent Guarnieri was introduced to me by the social worker at my assisted living to help with my estate planning. After working with Vincent, I can see why he came so highly recommended. He helped me in so many ways. He first looked at my entire estate and made suggestions including updates to my trust, helping me apply for and receive long term care benefits and even helped me find an annuity providing a much higher yield than my current annuity. Because of Vincent’s professional insights and caring attitude, I sleep well at night knowing that I will never outlive my money and can stay at my current assisted living.”

Wanda Barrett
5 stars

“I am a World War 2 veteran. Vincent Guarnieri was introduced to me by the marketing director of my assisted living as someone who helps seniors with wills, trusts, powers of attorney and other estate concerns. Mr. Guarnieri looked over my estate plan and recommended an Irrevocable Funeral Trust. I had considered this before, so I was familiar with the benefits of final expense planning. Mr. Guarnieri is professional and knowledgeable. Best of all, he is definitely not a “pushy salesman” which is something I appreciate at my age. He is someone I can trust.”

Harry Furphy