Client Confidential Review Questionnaire

Many of our clients have asked that we make it easy for them to access our confidential review questionnaires. Now available online, we are working to make it available to fill in electronically. For now, you will need to print it out and complete the review questionnaire. If you haven’t been in to see us in over three years, we will definitely need for you to complete a new review questionnaire to ensure that we have all of the most updated information for you.

Access to Financial Professionals

Our firm works closely with a broad network of Certified Financial Planner practitioners, investment advisors, financial consultants, insurance professionals, certified public accountants and tax advisers. These specialists can help you maximize the size of your estate, protecting your golden years and allowing you to leave more behind to your beneficiaries.

We work closely with these financial professionals.

Client Referrals and Family Discount

Over the years, we have received numerous referrals from our clients, who have found such great value in our service and have passed that along to their friends, family, co-workers, neighbors and other loved ones. We want to take the time to thank you for thinking of us and welcome any other referrals that you think may benefit from our service. Please feel free to get them in contact with us. Be sure to tell them to mention that they were referred by you, and if they are family members to ask about our special “Family Discount” available to them!

Client Testimonials And Thank You Letters

Several clients have contacted us to find out how they may be able to be featured on our website’s “Client Testimonial” section. We encourage our clients to personally write Mr. Kavesh a letter that describes your experience and how we have helped you and your family. Your letter may be featured in our “Thank You” book in our lobby as well as appear on our website. Send your letters to Mr. Philip Kavesh at our main office address at 990 W. 190th Street, Suite 500, Torrance, CA 90502. Thank YOU for your “thank you’s”! (By the way, we appreciate your positive Yelp reviews, too!)

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.