Innovative Financial Solutions & Insurance

Innovative Financial Solutions & Insurance As a Financial Advisor, I help people plan for financial confidence. The availability of other products varies by carrier and state. EEO IS THE LAW.

Licensed to sell Health insurance in the following state(s): AZ, CA, CT, MD, NV, NJ, NY, OR, PA, TX
Licensed to sell Life insurance in the following state(s): AZ, CA, CT, FL, MD, MT, NV, NJ, NY, OH, OR, PA, TX

CA Insurance License

"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Pru

dential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, s*x, s*xual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

This month we will be teaching how to protect your financial legacy.Register at: https://www.truelegacyleaders.com/prote...
06/17/2026

This month we will be teaching how to protect your financial legacy.

Register at:
https://www.truelegacyleaders.com/protecting-your-financial-legacy?utm_source=jeffkritzberg

Creating a lasting legacy has three requirements.

First, ensuring you have a solid financial plan.
Second, creating an estate plan to keep the work you’ve done financially from being lost to unnecessary costs and taxes.
Third, being intentional about passing down more than just money.

A true legacy includes life wisdom, family history and stories, and values.

In this webinar, we discuss the three essential pieces of legacy creation and learn why protecting your legacy with an estate plan is essential.

We will discuss the major risk factors that can jeopardize the legacy you’re building. We will also show you the simple tools and strategies you can employ to create a powerful, unique estate plan that will work the way you want it to when tested.

Register now to ensure your legacy is protected for generations.

We will also be giving away a 3 night, 4 day hotel stay at a five star resort to one lucky winner live - so make sure you save the date and time in your calendar, and save the zoom link to attend live we will send you within 5 minutes after you register.

Event Details
Date: Thursday, June 18th, 2026
Time: 9am - 10a PST
Place: Zoom
Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.

The best time to protect your family and estate is now. Trust&Will is a great affordable option to get that done now. Gi...
10/09/2025

The best time to protect your family and estate is now. Trust&Will is a great affordable option to get that done now. Give me a call for more details. Waiting can put the fate of your family and estate in the hands of the courts!

10/09/2025
As AI grows, so does its need for power - literally.
11/14/2024

As AI grows, so does its need for power - literally.

The race for better generative AI is also a race for more computing power. On that score, according to CEO Mark Zuckerberg, Meta appears to be winning.

11/12/2024

The need for restorative sleep is often undervalued until health issues arise. Find out how to be proactive and improve your sleep hygiene.

What do you think of the latest ChatGPT access in the palm of your hand?
11/07/2024

What do you think of the latest ChatGPT access in the palm of your hand?

Just watch out for hallucinations.

Find out how technology will help advance different aspects of the health world.
11/05/2024

Find out how technology will help advance different aspects of the health world.

Verticals that will be most impacted by innovative developments in technology and science are the disciplines of medicine, biotechnology, and health.

Find out how little room you actually need to start your own garden.
10/29/2024

Find out how little room you actually need to start your own garden.

Chef & activist Camilla Marcus’s new book gives the lay of the land.

What exactly is climate tech and how can it help us?
10/24/2024

What exactly is climate tech and how can it help us?

The last few years have been some of the most exciting and crucial in the race to address climate change, and it’s only going to ramp up from here.

Address

11145 Tampa Avenue Suite 17a
Porter Ranch, CA
91326

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 6pm
Friday 10am - 5pm

Telephone

+18188323652

Website

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