Professional Referrals

If you (or your client) need professional services, please ask me for help. I can introduce you to reliable, white-collar professionals. Why waste time and energy searching for a services provider when I can quickly help you? Please rely on me to do the heaving lifting for you. I can save you both time and stress.

  • Accountants and Bookkeepers
  • Advertising and PR Agencies
  • Annuities
  • Architect
  • Attorneys (virtually any type you desire)
  • Bankers (lending, deposits, cash management, SBA lending, etc.)
  • Business Brokers
  • Business / Corporate Strategists (sales, marketing, financial, operational, safety,corporate strategy)
  • Coaching (personal and business owner/CEO coaching)
  • Commercial real estate (for tenants, landlords, buyers, and sellers)
  • Company stock, concentrated stock positions, NUA (net unrealized
  • CPAs (tax, audit, and consulting projects)
  • Elder Care Issues (Housing, home healthcare, fiduciary services, long term care, etc.)
  • Employee Benefits (medical, dental, vision, wellness, disability, group life, etc.)
  • Estate Planning / Inter-generational Planning (irrevocable trust, revocable trust, philanthropy, donor-advised funds, etc.)
  • Executive Recruiters (accounting, finance, attorneys, C-suite, technology, sales, marketing, etc.)
  • Fiduciary (Conservatorship, Trusts, Estate, etc.)
  • Home Health Care / Nursing
  • Human Resources / Employment law
  • Installment Sales (structured only)
  • Insurance (Personal - long term care, life, disability, annuity)
  • Insurance (Business – worker's comp, P&C, life, group benefits, buy-sell agreement, key man insurance, etc.)
  • Investment Banker / M&A professionals
  • IRA (traditional, Roth, SEP, Simple, Spousal, etc.)
  • IT services (security, infrastructure, software, network communication, etc.)
  • Marketing
  • Medicare (enrollment and private insurance guidance)
  • Mortgage Broker
  • Non-Profit consulting
  • Outsourced/Part-time Executives (C-Suite, finance, treasury, accounting, sales,marketing/advertising, etc.)
  • Payroll
  • Residential Real Estate brokers
  • Residential Real Estate construction
  • Retirement Plans (401k, SEP, SIMPLE, profit share, defined benefit, etc.)
  • Reverse Mortgage
  • Rollover of Retirement accounts (401k, 403b, SEP, Simple, 457b, IRA, etc.)
  • Senior Housing (housing guidance for seniors)
  • Social Security (enrollment strategies, beneficiary and survivor guidance)
  • Structured Installment Sale (tax deferral strategy when selling highly appreciatedbusiness and/or property; NOT applicable when selling stocks and bonds)
  • Structured Settlement (in civil litigation, a tax deferral strategy for plaintiff and/or plaintiff's attorney; used in lieu of receiving lump sum payment)
  • Tax Resolution Issues (IRS, FTB, etc.)
  • Website developer / SEO / internet marketing
  • Worker's Comp insurance

Many more. Just ask me for help. I have a great network of professionals whom I would be glad to introduce to you.

You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or Golden State Wealth Management.