Preparing today is a future gift for your loved ones.  Don’t wait any longer to get started.

Each member of the OC Care Team is an expert in their profession and will provide the assistance you need to prepare for your future.

Plan Today for a Better Tomorrow

FINANCIAL PLANNING

  • Financial Assessment
  • Goal Setting
  • Retirement Planning

Jodi A. Selleck, CFP | 949-307-4380

Selleck Wealth Management


LEGAL PLANNING

  • Trusts & Estates
  • Family
  • Business

DeDe Soto | 888-735-7686

Soto Law Group


ELDER LAW

  • Medi-Cal Planning
  • Veterans’ Benefits
  • Special Needs Trusts

Cheryl L Barrett | 949-608-6900

Ferruzzo & Ferruzzo, LLP


PERSONAL LEGACY SERVICES

  • Your Life
  • Your Legacy
  • Your Path

Sheri Kohlmann | 714-420-5092

More Than Words