Resources

Associates

Mark J. Kohler
KKOS Laywers
Attorney, CPA, & Entrepreneur
(Specializing in Real Estate & Taxes)
www.KKOSLawyers.com

David Lozano
Law Offices of Dave Lozano
Specializing in Bankruptcy
626-802-5680
800-974-5680
www.DLBKLaw.com

Noelle M. Halaby
Law Office of Noelle M. Halaby
Attorney
(Specializing in family law)
818-502-3939

Daniel R. Mortensen
Law Offices of Daniel R. Mortensen
Tax, Trust, & Estate Attorney
661-799-8035
www.MortensenLaw.com

 

Real Estate & Loans

Dave McKean
Classic Real Estate Inc.
Real Estate Consultant

Gary Leach
Wells Fargo
Home Mortgage Consultant
661-433-7798
gary.s.leach@wellsfargo.com

 

Important Documents:

Budget Worksheet

If you do not track your money, you can’t track your savings. This budget worksheet will help you identify where your money is being spent each month and allow you see where money can be saved. Download File

Financial Checklist for the Recently Widowed

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