TRUSTS SERVICES
Global Strategic Advisors
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 435-6030
(212) 671-1188
Fax: (212) 202-4503
e-mail: info@globalstrategicadvisors.com
Website: www.globalstrategicadvisors.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Worldwide
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Liberty Trust Preparation
Contact: Robert J. McDonnell
5020 Campus Dr.
Newport Beach, CA 92660
(949) 752-7479
(800) 922-7764
Fax: (949) 752-7518
e-mail: robert@rjmlawoffices.com
Services/Products: Trust Services
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Macro Strategic Design Inc.
Contact: Bruce Wright
P.O. Box 480, Simi Valley, CA 93062
(310) 545-8040
Fax: (310) 545-7776
e-mail: info@macrostrategicdesign.com
Website: www.macrostrategicdesign.com
Services/Products: Consulting
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Polycomp Administrative Services Inc.
Contact: Ed Dillon
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111 Ext. 125
Fax: (818) 346-8672
Website: www.polycomp.net
Services/Products: Retirement Plan Administration, Self-Directed IRAs, Cafeteria Plans, Association Trust Services
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Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com
Services/Products: Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales, Self Directed Installments sales, Life Settlements, VA Pension Benefits, Annuities, Pensions, CRTs,Fundraising
Serving Nationwide
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Trustmakers.com
Contact: John Dietz
110 Wall St., 11th Floor
New York, NY 10005
(888) 916-7070 Ext. 802
Fax: (212) 202-4503
e-mail: john@trustmakers.com
Website: www.trustmakers.com
Mini Group Size: 35
Services/Products: Asset Protection & Wealth Preservation
Serving: Nationwide
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The Wright Company
Contact: Bruce Wright
P.O. Box 480
Simi Valley, CA 93062
(310) 545-8040
Fax: (310) 545-7776
e-mail: info@thewrightco.com
Website: www.thewirghtco.com
Consulting
