Estate planning for seniors in Redlands, California

The Elder and Disability Law Firm, APC is a legal institution specializing in providing expert legal services for seniors and individuals with disabilities. Located at 104 East Olive Avenue in Redlands, California, this firm is dedicated to helping clients navigate complex legal issues related to elder law, estate planning, disability rights, and more. With a team of experienced attorneys, The Elder and Disability Law Firm, APC is committed to providing compassionate and personalized legal representation to protect the rights and interests of their clients.

Merrill Lynch Financial Advisor Terry J Beauchamp is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager located at 28202 Cabot Road, Laguna Niguel, California, United States. Terry specializes in working with affluent individuals and business owners to create a personalized "Family Blue Print" to help clients pursue their financial goals. With over 20 years of experience in Financial Services, Terry holds an MBA from the University of Redlands and is a qualified Portfolio Manager who can provide traditional advice and guidance, as well as build and manage personalized investment strategies. He works closely with clients to determine their goals, risk tolerance, and investment time frames before structuring any recommendations. Terry's team offers services such as cash management strategies, asset management, financial strategies, trust and estate planning, retirement planning, and more. By focusing on the client's aspirations and encouraging open communication, Terry aims to help clients achieve their financial objectives and manage investment risk effectively. With access to the resources of Merrill Lynch and Bank of America, Terry and his team are dedicated to building strong client relationships based on trust and personalized service. Whether you are an existing client or looking for a new financial advisor, Terry welcomes the opportunity to help you create a personalized financial plan tailored to your goals.