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We limit our office hours to assure that we have ample time to serve the needs of our clients. Serving from our home office enables us keep client costs to a minimum.

Trustee Experience
Trust Knowledge
Decision-Making Ability
Integrity
Impartiality
Objectivity
Asset Management Experience
Investment Expertise
Legal Impact
Business Experience
 
CONTACT ME for your free consultation!

NOTIFICATION TO CONSUMERS

Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau Professional Fiduciaries Bureau Telephone: (916) 57 4-7340 Professional Fiduciaries Bureau Website: www.fiduciary.ca.gov Mel Phillips PF License #: 885

Mediation
Arbitration

We accept all major credit cards.

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