West Estate Planning
Ron West and his firm have offered estate planning for 14 years, and have the capabilities of doing comprehensive estate planning that can include Revocable Living Trusts, Special Needs Trusts, and Irrevocable Life Insurance Trusts. Ron will meet with you in your home or at our Robson Ranch office to go over your unique and individual situation and circumstances. Ron can help families to protect their assets from probate court fees and expenses, taxes, and court appointed Guardianship/Conservatorship.
Patty J Vieira
An Arizona State licensed insurance agent for over 27 years, Patty can help simplify Medicare products, and the application process. She helps her customers understand insurance policy terms and coverage and is always available to talk. What separates a great insurance agent from just an insurance agent? Personal attention and a natural capacity for caring and understanding people. Her heart and dedication to her clients is surpassed by none and are the foundation of her successful career. Patty has partnered with Secure Retirement Solutions, Inc. to provide clients with Medicare Advantage, supplements, prescription drug plans, along with chronic and special needs plans. Patty is contracted with many major insurance companies and will do all the necessary research to provide the best plans to suit the individual client’s needs.