Our Partners

All of our work would not be possible without a wealth of resources provided by CPAs, insurance specialists, loan officers, marketing specialists, and attorneys. These well-informed, educated individuals are passionate about what they do. We collaborate with them, in order to provide you tailored, expert advice where we all benefit and work smarter towards a beautiful, rewarding future.

Accountant / Tax Preparer

Colleen Boyle Smith – Enrolled Agent / Certified Tax Professional
17822 17th Street, Ste #203
Tustin, CA 92780
Office (714) 637-0570
Email [email protected]

Marilyn Ratliff – Enrolled Agent
17821 E. 17th Street, Suite 270
Tustin, CA 92780
Office (714) 505-6700
Email [email protected]

Marina Guccione – Enrolled Agent
15145 Woodlawn Ave., Ste 100
Tustin, CA 92780
Office (714) 210-0549 x228
Mobile (949) 322-5140
Email [email protected]

Estate Planning

Richard Rudolph – Estate Planning Attorney
Rudolph & Chonoles, LLP®
Attorney at Law
20241 SW Birch St #100
Newport Beach, CA 92660
Office (949) 825-5210
Email [email protected]

Law Offices of Mortensen & Reinheimer, PC
Tamsen Reinheimer – Estate Planning Attorney
Mortensen & Reinheimer, PC
Attorney at Law
2855 Michelle Drive, Suite #120
Irvine, CA 92606
Office (714) 573-7149
Email [email protected]

Real Estate

Insurance Services

Medicare Planning

Home Financing

We believe the information provided from the listed sources are very reliable; however, we cannot guarantee the accuracy. Opinions offered are not necessarily those of Cinergy Financial or Independent Financial Group and are subject to change without notice.