A Lasting Legacy Begins with a Strong Foundation

Built to last. Designed for Life.

Our Mission

We help individuals, families, and small business owners create lasting security through clear, practical financial solutions.

Living trusts that grow with you (without the added costs) protect your family from costly & time consuming probate proceedings.

Life insurance that protect you during your lifetime in the event of illness or injury.

Protect against market downturns & explore guaranteed lifetime income riders so you can enjoy your golden years.

Avoid high penalties and lock in tax advantages with CalSavers compliant retirement solutions for you and your team.

Our one-on-one tailored solutions protect what matters most & put you in the driver’s seat.

Our no-cost, no obligation seminars & webinars educate you on financial topics in a relaxed & fun environment.

Questions? Ready to get started? Book a call today. I look forward to meeting with you soon.

Emma Canevari (CA lic#4394894)

Direct: (707)907-8251