Rosie Nuño | Ripon, CA - AffordableHome

Total Hires: 2 times
Service Area: Ripon, CA
Team Size: 3 employees
Business Duration: 11 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Draft needed

Will and Power of attorney
Living trust
Will only
Power of attorney only

Number of people

Individual person
Couple (individual and spouse)

Work location

My customers travel to me
I travel to my customers

About

Secure your family’s future with a FREE, no-obligation consultation which will guide you through the critical components of estate planning.

Estate Planning Education Included in FREE 30 min Consultation Covering:

• Guardianship Planning

• Succession Planning

• Business Protection

• Asset Protection

• Wills and Trust

• Life Planning

• Financial Power of Attorney

• Medical Power of Attorney

• Probate

By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything!

- Estate Planning Education Seminars

- Financial Education Seminars

- Long Term Savings Strategies

- Wealth Protection Plans

- Insurance Protection

- Retirement

- Retirement Supplements

- Tax Free Strategies

- Annuities

- Estate Planning

- Wills & Trust

As a licensed independent agent, I can customize a detailed plan based on budget and goals.

Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey.

“Failing to Prepare is Preparing to Fail.”-Benjamin Franklin

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- ROSIE NUNO
- Completed on 6/27/2024

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Rosie Nuño | Ripon, CA