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Services

Servicing Riverside and surrounding communities, we offer customized solutions tailored to your unique needs and goals. Schedule a consultation today and let us help turn your vision into lasting success.

Legacy & Wealth Transformation

Secure your legacy with strategic planning for businesses, families, and communities.

Business Legacy Planning
Business Legacy Planning
Plan for long-term success with leadership and asset protection strategies.
  • Succession planning
  • Leadership transition strategies
  • Value preservation
  • Employee protection measures
Family Legacy Development
Family Legacy Development
Ensure your family's wealth, values, and leadership endure for generations.
  • Multi-generational wealth transfer
  • Family values preservation
  • Next-generation leadership programs
Community Impact Planning
Community Impact Planning
Giving with purpose, maximizing impact, and building strong communities.
  • Strategic charitable giving
  • Tax-efficient donation strategies
  • Community partnership development

Notary & Apostille Services

Reliable mobile notary and apostille services, available in Riverside and surrounding areas.

Mobile Notary Services
Mobile Notary Services
Professional notarization services for personal and business documents.
  • Convenient mobile service – we come to you
  • Legal document notarization
  • Business and personal paperwork
  • Flexible scheduling
Apostille Services
Apostille Services
Certified document authentication for international use.
  • Apostille certification for international documents
  • State and federal authentication
  • Expedited processing options
  • Ensuring compliance with legal standards

Additional Services

Tailored services to enhance your financial planning and legacy preservation.

Life Insurance Solutions
Life Insurance Solutions
Comprehensive life insurance plans to secure your family’s future and financial well-being.
  • Tailored coverage options to fit your needs
  • Guaranteed financial protection for your loved ones
  • Strategic wealth transfer solutions
  • Regular policy reviews to ensure optimal coverage
Strategic Consultation
Strategic Consultation
Our plans provide peace of mind, knowing your loved ones are protected.
  • Personal strategy sessions
  • Tax efficiency planning
  • Business transition optimization
  • Legacy preservation strategies
Expert Network Connection
Expert Network Connection
Connecting you to professionals in tax, legal, and community sectors.
  • Access to tax experts
  • Legal professional referrals
  • Community partnership facilitation
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© 2025 Melliza Chan. All rights reserved.