Our Services

We can help guide you toward a financially stable future.

​College Planning

Other than possibly your home, education costs could be the greatest expense you'll incur.  Let us help you not only save for college but save ON​ the cost of college. Every dollar spent on college is a dollar that is NOT going toward your retirement. It's never too early to start planning.

Retirement Planning

Your retirement, your terms.

Medi-Cal / Long-Term Care Planning

Many seniors worry about paying high nursing home costs. We have a process to have the government pay for most, if not all, of the bill so you can protect your home and life savings for your family. If you are in a crisis or need pre-planning get started with us today and have peace of mind tomorrow. 

WE CARE ABOUT YOU 

   25+ years of experience

   1,000+ Medi-Cal applications approved
​
   $100 million Medi-Cal assets protected
Karl Kim has appeared in the following:

How It Works

1. SCHEDULE A
​CONSULTATION

2. GET A CUSTOM
​ PLAN

3. HAVE COMFORT
Download our FREE REPORT and start down the road to never having to worry about nursing home costs ever again.
Get your FREE College Money Report and find the answers your family needs to get the most free money for college.

How Californians Can Save A Fortune On Nursing Home Costs