Unique circumstances - poftolio review - second opinions


    As and attorney and Certified Financial Planner® practioner for the last 18 years, Matthew L. Tonkovich has the experience to answer your difficult financial planning questions and can do so on an hourly or flat rate basis free from any conflicts of interest*.  Typical engagements include:

  • assessing how to pay for elder care
  • is a Reverse Mortgage the right choice
  • how to deal with creditors
  • getting a second opinion on a proposed investment (annuity?)
  • overall portfolio review
  • developing an Investment Policy Statement for a Trust
  • education planning
  • tax strategies in retirement

*PLEASE NOTE:  No securities are offered or sold and we are not affiliated with any broker dealer. 

The Tonkovich Law Firm assists clients with Estate Planning, Wills, Trusts, Durable Powers of Attorney, Conservatorship and Contested Probate Procedures and Business and Real Estate Litigation in Irvine, CA as well as El Toro, Aliso Viejo, Lake Forest, Laguna Hills, Tustin, Newport Beach, Santa Ana, Newport Coast, Ladera Ranch, Foothill Ranch, Mission Viejo, Laguna Woods, Corona Del Mar, Silverado, Orange, Laguna Beach, Rancho Santa Margarita amd Fountain Valley in Orange County.

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7545 Irvine Center Drive, Suite 200, Irvine, CA 92618
| Phone: 714-273-0883

Geriatric Care Planning | Hourly Financial Planning | | Estate Planning | Probate / Estate Administration | Residential Real Estate | Commercial Real Estate | Business Law | Asset Protection | Elder Law / Medicaid Planning | Advanced Estate Planning | Special Needs Planning | | Fees

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