TOP 30 Best Asset protection planning in Santa Barbara, California

Santa Barbara Estate Planning & Elder Law is a reputable law firm located at 14 West Valerio Street in Santa Barbara, California. Specializing in estate planning and elder law, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with creating a will, establishing a trust, or managing assets for long-term care, Santa Barbara Estate Planning & Elder Law is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start securing your legacy.

AAA Santa Barbara Insurance and Member Services is a trusted institution located in the heart of Santa Barbara, California. As a finance, insurance, and travel agency, we offer a wide range of services to meet the needs of our members. Whether you're looking for insurance coverage, financial advice, or assistance with planning your next vacation, our knowledgeable staff is here to help. Visit us at 3712 State Street to learn more about how we can support you in achieving your goals and protecting your assets.

Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.

Botti & Morison Estate Planning Attorneys, Ltd. is a trusted law firm located at 924 Anacapa Street in Santa Barbara, California. Specializing in estate planning, our experienced attorneys provide personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, our team is dedicated to providing expert guidance and support. Contact us today to schedule a consultation and start planning for your future.

Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.

Lucent Wealth Planning is a renowned finance institution located at 2920 De La Vina Street in Santa Barbara, California. Our team of experienced financial advisors is dedicated to providing personalized wealth planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. At Lucent Wealth Planning, we prioritize transparency, integrity, and trust in all our client relationships. Contact us today to schedule a consultation and start planning for a brighter financial future.

Wealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.

Rhame & Gorrell Wealth Management Santa Barbara is a premier financial institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide personalized and comprehensive financial solutions. Visit us at 7 West Figueroa Street to learn more about how we can help you with your financial needs.

Santa Barbara Fiduciary is a trusted finance institution located at 1206 Coast Village Circle in beautiful Santa Barbara, California. Our team of experienced professionals provides expert fiduciary services to individuals, families, and businesses in the area. With a commitment to integrity and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Santa Barbara Fiduciary can assist you with your financial needs.

Cresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.

La Cumbre Financial is a reputable insurance agency located in Santa Barbara, California. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. With a focus on customer service and personalized attention, we strive to offer the best insurance options available. Visit us at 2275 Las Positas Road to learn more about how we can help protect you and your assets.

David Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.

Welcome to the Novak-Schultz Real Estate Group-COMPASS, your premier real estate agency located in the heart of Hermosa Beach, California. Situated at 1221 Hermosa Avenue, we proudly serve the vibrant community of Hermosa Beach and its surrounding areas with dedication and expertise in the real estate and finance sectors. Our team is committed to providing exceptional service and personalized attention to each of our clients. Whether you are buying, selling, or investing in property, our experienced professionals are here to guide you every step of the way. We leverage our extensive knowledge of the local market and our affiliation with leading real estate professionals, courtesy of renowned firms such as Sotheby's International Realty, Integrity Realtors Inc., and eXp Realty of Greater Los Angeles, among others.

Egan Law is a well-established institution located at 426 Barcellus Avenue in Santa Maria, California, United States. Specializing in family law and trust litigation, our team of experienced legal professionals have over 50 years of combined experience in various areas of law including business litigation, insurance, real estate, land use, and estate planning. At Egan Law, we understand the importance of protecting your children, assets, family life, and sanity during tough times. Our diverse backgrounds as lawyers allow us to provide comprehensive legal services tailored to meet your unique needs. Whether you are facing a challenging family law issue or need assistance with trust and probate litigation, our team is here to help.

Located at 937 East Main Street in Santa Maria, California, Farmers Insurance - Daniel Borsch is your local insurance agency offering a wide range of insurance products and financial services. With over 16 years of experience in the insurance industry, Daniel Borsch is dedicated to providing personalized and comprehensive insurance solutions tailored to your needs. Whether you need auto, home, life, commercial, or financial services, the Borsch Insurance Agency is here to help. As a Farmers Insurance agent, Daniel Borsch can assist you in understanding your coverage options and selecting the right insurance policies for your budget. From car insurance to home insurance, renters insurance, business insurance, and more, the agency offers competitive rates and discounts to help you save money while protecting what matters most to you.

The Weiser Agency is a trusted insurance agency located at 2064 Alameda Padre Serra in Santa Barbara, California. With a commitment to providing excellent customer service and tailored insurance solutions, our agency helps individuals and businesses protect what matters most. Our team of experienced agents are dedicated to finding the right coverage options for each client's unique needs. Whether you are looking for auto, home, life, or business insurance, The Weiser Agency is here to help you navigate the complex world of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Farmers Insurance - Diana Cibrian is a local insurance agency located at 1433 State Street in Santa Barbara, California. Diana Cibrian has been a resident of California for over 25 years and takes pride in serving the Santa Barbara community. With a focus on outstanding customer service, the agency ensures that each client is educated on the coverage options that best suit their specific needs. Located in downtown Santa Barbara on the corner of State Street and Micheltorena, Farmers Insurance - Diana Cibrian offers comprehensive and cost-effective solutions for auto, home, life, commercial, and more insurance needs. With 5 years of experience in the insurance industry, Diana Cibrian has the knowledge to help clients understand their coverage options and make informed decisions.

CoreGen Insurance Agency, LLC is a reputable finance, health, and insurance agency located at 300 East Canon Perdido Street in Santa Barbara, California. With a team of experienced professionals, CoreGen is dedicated to providing top-notch insurance solutions tailored to meet the unique needs of each client. Whether you are looking for health, life, auto, or home insurance, CoreGen has you covered. Trust in CoreGen Insurance Agency, LLC to safeguard your assets and protect your financial future.

BB&H Benefit Designs is an insurance agency located at 109 East Victoria Street in Santa Barbara, California. We specialize in providing personalized benefit designs to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and loved ones. Whether you are looking for health, life, or disability insurance, we are here to help you navigate the complex world of insurance and find the coverage that fits your needs and budget. Contact us today to learn more about how BB&H Benefit Designs can help you secure your financial future.

Farmers Insurance- Sayre Insurance Agency is a health insurance agency located at 3425 State Street, Santa Barbara, California, United States. They offer insurance underwritten by various reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. The agency provides a range of insurance products including home, auto, and life insurance. They are dedicated to helping individuals and families find the right insurance coverage to protect their assets and loved ones. Contact Farmers Insurance- Sayre Insurance Agency for more information on their insurance offerings and to get a personalized quote.

Lawvex, LLP is a legal institution located at 595 Alamo Pintado Road in Solvang, California, United States. Specializing in Trust Administration, Estate Planning, Will disputes, Elder Law, and Probate Proceedings, our experienced attorneys serve clients in Solvang and Santa Barbara. Whether you are a trustee, guardian, executor, beneficiary, or estate administrator, Lawvex can provide the legal assistance you need to navigate complex legal matters. Our team of lawyers offers guidance and protection for clients involved in trust administration, estate issues, and probate proceedings. We are dedicated to helping you achieve the best possible outcome for your loved ones and assets. Contact us today to schedule a free consultation and secure the future for yourself and your family.

Guard Grabber Technologies Inc is a cutting-edge finance and locksmith institution located at 4860 Vieja Drive in Santa Barbara, California. Our team of experts is dedicated to providing top-notch financial services and locksmith solutions to our clients. With a focus on innovation and customer satisfaction, we strive to exceed expectations and ensure the safety and security of our clients' assets. Trust Guard Grabber Technologies Inc for all your finance and locksmith needs.

O'Gorman & O'Gorman, LLP is a prestigious law firm situated in Goleta, California, conveniently located just a short drive from Santa Barbara. Our dedicated team of attorneys offers top-notch legal services to individuals, businesses, trustees, and estates at a reasonable cost. We prioritize personalized attention for each client, regardless of the complexity of their legal needs. Specializing in estate planning and administration, we understand the importance of creating a comprehensive estate plan to provide clear guidance in the event of incapacity or passing. A well-crafted estate plan not only offers peace of mind but also helps avoid expensive court-supervised probate proceedings and conservatorship issues. Our expertise in estate planning allows us to minimize taxes, protect minor beneficiaries, and ensure assets are distributed according to the client's wishes.

HACKETT LAW, located at 315 Meigs Road in Santa Barbara, California, is a dedicated institution providing personalized legal solutions tailored to meet your specific needs. Specializing in areas such as bankruptcy, real estate law, estate planning, and business law, Hackett Law offers a comprehensive range of services to assist you in navigating legal matters. With a focus on estate planning, Hackett Law can help you create wills, trusts, and complex estate plans to protect your assets and achieve your goals. Whether you are buying, selling, or leasing property, their qualified attorneys can ensure that all transactions are carefully reviewed and negotiated to meet your objectives.

David Fox - State Farm Insurance Agent is a reputable insurance agency located at 1220 Santa Barbara Street in Santa Barbara, California. With a commitment to providing top-notch insurance products and personalized service, David Fox and his team strive to protect their clients' assets and provide peace of mind. Whether you are in need of auto, home, life, or business insurance, you can trust David Fox to help you find the right coverage to meet your needs. Contact them today to learn more about their services and how they can assist you in protecting what matters most.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.

AQ Law is a prestigious law firm located at 7 West Figueroa Street in Santa Barbara, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in a wide range of practice areas, including business law, real estate law, and estate planning, we are committed to delivering personalized and effective legal solutions tailored to meet the unique needs of each client. With a reputation for excellence and a track record of success, AQ Law is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation.