Strategic Partners

We are proud to be affiliated with the following professional advisors whose advice and services complement ours in achieving a comprehensive financial plan for our mutual clients.

Accounting

Michael Milam, CPA
Milam, Knecht, and Warner, LLP
Accountants
535 N. Brand Blvd. Suite 600
Glendale, CA 91203
818-550-9991
www.weaddvalue.com

Dean Norling, CPA
Swenson Corp.
Strategic Financial Consultants and CPA’s
10606 Trademark Parkway N. Suite 203
Rancho Cucamonga, CA 91730
909-989-5867
www.swensoncorp.com

Actuarial and Retirement Services

Michael L. Bain ASA, EA, MAAA
CMC Retirement and Employee Benefits Specialists, Inc.
We provide companies with retirement, pension and other benefit plans.
647 W. Broadway
Glendale, Ca. 91204
818-247-7900
www.retireben.com

Legal

Jeffrey B. Harris, Esq.
Barton Klugman & Oetting, LLP
A multi-practice law firm located in Los Angeles, California since 1958
350 South Grand Ave. Suite 2200
Los Angeles, California 90071-3485
213-621-4000
www.bkolaw.com

Colleen Barney, Esq.
Albrecht and Barney
Specializing in estate and probate law.
1 Park Plaza, Suite 300
Irvine, California 92614
949-263-1040
albrechtbarney.com

Please see our Main Resources Directory.

The businesses and individuals listed above are not affiliated with nor endorsed by LPL Financial or California Financial Partners. You are not obligated to use the services of any of these firms.