Financial Planning

Does your firm offer financial planning services?

Does your firm share our information with your Affiliated Financial Advisors?




 

Q: Does your firm offer financial planning services?

 

Our law firm only represents clients regarding their estate plans with respect to the preparation of legal documents.  While nobody from our firm advises clients on financial planning matters, we are affiliated with a full-service Financial Advisor Firm.  Call our office at 1-800-756-5596 if you would like to speak with someone about setting up a consultation for financial planning.

 

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Q: Does your firm share our information with your Affiliated Financial Advisors?

 

As a law firm, we maintain the highest level of confidentiality with respect to our client’s information and estate planning. We only provide our Affiliated Financial Advisors information that our clients give us written permission to share.

 

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990 W. 190th Street, #500, Torrance, CA 90502 | Phone: 1-800-756-5596 | Fax : 310-324-0517
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The Law Firm of Kavesh, Minor & Otis, Inc. represents clients with their Estate Planning needs, including Advanced Level Planning, Pre-Death Planning, Post-Death Planning, Financial Planning and Tax Planning. We represent all of Los Angeles County and the surrounding area, including but not limited to Torrance, Los Angeles, Carson, Harbor City, Lomita, Gardena, Long Beach, Compton, Redondo Beach, Hermosa Beach, San Pedro, Hawthorne, Manhattan Beach, Inglewood, Lynwood, Lakewood, Paramount, El Segundo and South Gate. We also service most of Southern California, including Orange, Orange County, Newport Beach, Irvine, Costa Mesa, Corona Del Mar, Santa Ana, Huntington Beach, Fountain Valley, Tustin, Laguna Beach, Garden Grove, Midway City, Pasadena, San Marino, Alhambra, San Gabriel, Sierra Madre, Arcadia, Glendale, Monterey Park, Rosemead, El Monte, Burbank, Duarte, Woodland Hills, Canoga Park, West Hills, Tarzana, Winnetka, Encino, Topanga, Northridge, Van Nuys, Sherman Oaks, and Agoura Hills.

This website is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Kavesh, Minor & Otis, Inc. The testimonials throughout this site were provided by actual clients. To maintain their privacy their names may have been abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results.