homesearchsellseniorscoastcontact

ATTA Senior Services Group - Click Name for more information

Real Estate Services
Ron Burkhart

Senior Living Consultant
Mike Suddarth

Wealth Management and Long Term Care
David Ion

Physical Therapy
Paul Teixeira

Internal Medicine
Dr. Lewis Gamarra

Memorial Services
Sandra & Leland Smith

Pharmacist
Dana Nelson

Estate Planning
Peter Terhune

Accounting Services
Eric Luthi

Financial Planning
Jim Morgenstern

 


Wealth Management and Long Term Care

david ion

David Ion brings a vision to elder care financial planning.  He calls this “Envisioning the Future”. Since we can look at past financial history and family history, I can create a plan to assist my clients in maintaining their financial independence. 

I will also work with you and your family to assist with any decisions that may arise in the future to provide your quality care and to maintain your independence as long as possible.

Visit me online at www.insuranceonramp.com or www.davidion.com

Contact David Ion (805) 528-4358 CA Lic. OE26264              

 

 

Copyright © 2007 Ron Burkhart