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Recent Posts

  • Three Difficult Principles of Diversification | April 2025April 30, 2025
  • Scaling Up: Mastering The Rockefeller HabitsApril 18, 2025
  • Treasury says it won’t enforce BOI fines or penalties against U.S. citizens, businessesMarch 10, 2025
  • Animal Spirits and the Short-Term Behavior of the MarketFebruary 14, 2025

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Contact Us

Location

5280 Carroll Canyon Road, Suite 103

San Diego, CA 92121

 

Phone & Fax

Office: 619.684.8622

Fax: 619.684.6410

 

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Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Road, Ste 300 San Diego CA 92121, United States (619) 684-6400PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. Living Legacy LLC is not an affiliate or subsidiary of PAS or Guardian.

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  • HOME
  • ABOUT
  • OUR TEAM
  • SERVICES
    • Strategic Financial Planning
    • Exit Planning
    • Financial Planning
  • RESOURCES
    • Newsletters
    • Business Owner Newsletters
    • Blog
    • Videos
    • Business Planning Whitepapers
    • Cash Flow Mapping
    • Business Valuator
  • CONTACT