Folsom Wealth Advisory Group, LLP/Michael G. Mouriski, CPA/Angel M. Perez, EA/ Folsom CA CPA EA
If you need to talk to someone about refinancing your mortgage, establishing an estate plan or trust, or simply reviewing your current life insurance coverage, please contact me for a referral to a trusted professional advisor.  Picking someone out of the phone book may be easy, but you may not have the confidence in knowing your advisor is competent and trustworthy. I work with a number of professional advisors covering many areas, including but not limited to the following:

Business Attorney (Incorporating, Business issues, etc.)
 
Estate Planning Attorney (Trusts, Estates, etc.)
 
Family Law Attorney (Child Custody, Divorce, etc.)
 
Financial Planning Advisor (Investments, Retirement, etc.)
 
Insurance Advisor (Life, Auto, Home, Disability, etc.)
 
Real Estate Advisors:
 
    Mortgage Loan Advisor (Refinancing, Purchasing, Home Equity, etc.)
   
    Realtor (Buying, Selling, etc.)
 
    1031 Exchange Professional



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