Estate Planning designed for your peace and confidence.
Working with your Estate Planning Attorney and CPA, Laguna will help guide you on a path forward to achieving your legacy goals and getting the most out of your wealth. Our investment advisors in Santa Barbara can help you navigate the complexities of estate planning. When you are ready to have these conversations, Laguna will help you consider options and structure a strategy that’s suited for your goals and situation.
SUBMIT A CLIENT PROFILE
We get to know you and learn about your investment and financial situation
DISCUSS YOUR GOALS AND DEVELOP A PLAN
We structure a plan for reaching your financial goals
IMPLEMENT YOUR PLAN WITH PEACE AND CONFIDENCE
We oversee your plan and guide you throughout your life’s changes