Financial Professionals Stand Alone - February 2023

FEBRUARY 2023 M A G A Z I N E
STYLEMG.COM
• GUIDE•
P R O F E S S I O N A L S
C. Knight’s
Steakhouse
In these unique financial times, it’s imperative to manage your funds
wisely. Fortunately, our region is home to an abundance of highly
qualified, trusted experts who can assist in all types of money matters—
from financial planning and advising, to tax preparation, estate planning,
and more. In the pages that follow, Style introduces you to some of the
area’s best in the business—ensuring you reach your financial goals with
ease and confidence.
STYLE MAGAZINE
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As seen in the
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Issue of Style
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Style Magazine
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presenting style magazine's annual
P R O F E S S I O N A L S
featuring a selection of
the area's best of the best!
In these unique financial times, it’s imperative to manage your funds
wisely. Fortunately, our region is home to an abundance of highly
qualified, trusted experts who can assist in all types of money
matters—from financial planning and advising, to tax preparation,
estate planning, and more. In the pages that follow, Style introduces
you to some of the area’s best in the business—ensuring you reach your
financial goals with ease and confidence.
Amanda D. Yasbek, CFLS
Onyx Law Office, APC.
740 Oak Avenue Parkway, Ste. 100 // Folsom
916-932-2362 // www.onyxlawoffice.com
At the Onyx Law Office we have the passion and drive to help
you with your family law or estate planning matter. Amanda
D. Yasbek has over 10 years’ experience drafting estate plans.
Our office can provide you with a competent estate plan,
which will protect and distribute your assets, both during your life and
upon your death. We ensure your estate plan achieves your individual
and family goals and eases the management of your financial and legal
affairs, as well as minimizing taxes.
When we talk about an estate, we mean all assets of any value that
you own, including real property, business interests, investments,
insurance proceeds, personal property and even your personal effects.
An “estate plan,” generally, refers to the means by which your estate is
passed on to your loved ones on your death. Our simple 3 step process
will guarantee your assets are protected and ensure your wishes are
fulfilled and your assets are properly distributed to your loved ones
without getting tied up in the court probate process.
Onyx Law Office offers services in the following areas of estate planning:
• Revocable Living Trusts
• Wills
• Advanced Health Care Directive
• Power of Attorney
• Special Needs Trusts
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Michael Yee
Yee Law Group, Inc.
919 Reserve Dr. // Roseville
1024 Iron Point Rd., Ste. 1008 // Folsom
4010 S. Land Park Dr., Ste. B // Sacramento
916-927-9001 // www.mylawyersllp.com
Attorney Michael Yee focuses his practice
on estate planning law while providing
excellent client services at a highly regarded
and friendly law firm. Estate planning may
include a living trust, advance health care directive,
power of attorney, and other special planning unique
to each client. Attorney Michael Yee graduated with a
BA in Business Economics from ULCA and earned his
JD from the University of the Pacific, McGeorge School
of Law. He is a proud father of two incredible boys.
Yee Law Group is home to multiple talented attorneys
and paralegals offering services in estate planning,
probate, conservatorship, and elder law. With three
locations in Folsom, Roseville, and Sacramento to best
meet your needs. The incredible team at Yee Law
Group's top priority is client satisfaction and serving
each client with exceptional professionalism and
precision. They lead the way with a top-rated online
reputation, with over 140 5-star reviews on Yelp!
Start planning now – call to schedule your FREE estate
planning consultation today!
As an Ameriprise private wealth advisory
practice, we have the qualifications and
experience to help navigate your complex
financial needs. Whether it’s investment
management, tax strategies, legacy planning,
or financial divorce planning, we can work with
you to grow and preserve what you’ve worked
so hard to achieve.
Call us today and discover the
personal service you deserve.
Trinity Wealth Advisors
A private wealth advisory practice of
Ameriprise Financial Services, LLC
1130 Iron Point Rd, Suite 150
Folsom, CA 95630
916.351.0000
trinitywealthadvisors@ampf.com
ameripriseadvisors.com/team/
trinity-wealth-advisors
You’ve worked hard to achieve success.
You deserve financial advisors who
work as hard for you.
Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value
The Compass is a trademark of Ameriprise Financial, Inc.
Ameriprise Financial, Inc. does not offer tax or legal advice.
Consult with a tax advisor or attorney.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
FEBRUARY 2023 | stylemg.com 79

SPECIAL SECTION
UNSURE WHETHER
YOU CAN RETIRE?
LET’S TALK.
Marcella Goodwin, LDA
Legal Docs on Main, LLC
300 Main Street, #107 // Placerville // 530-626-3627
legaldocsonmain.com // marcella@legaldocsonmain.com
John Zezini, CFP®
Wealth Manager
4944 Windplay Drive, #115,
El Dorado Hills, CA 95762
916-400-9791
john@granitebaywealth.com
CA Insurance Lic. 0B41055
www.granitebaywealth.com
John Zezini is a registered representative with and securities offered
through LPL Financial, Member FINRA/SIPC.Investment advice offered
through Granite Bay Wealth Management, a Registered Investment
Advisor and separate entity from LPL Financial
Marcella Goodwin, LDA is the owner of Legal Docs on Main,
LLC., a legal document preparation business with a focus
on Wills, Trusts and Estate Plans.
Marcella and her team work closely with their clients to
craft estate plans to meet the unique needs of each client. While
Legal Docs on Main specializes in Trusts and Estate planning, they also
prepare Deeds, Probates, Conservatorships, Guardianships and assist
in post death estate matters.
Call for a complimentary 30-minute consultation.
S. Marcella Goodwin is not an attorney and Legal Docs on Main, LLC is not a law firm.
Clint Herndon, CPA
193 Blue Ravine Rd., Ste. 255 // Folsom
916-850-0245
www.nextpeakcpa.com
Granite Bay Wealth Management-El Dorado Hills Financial Planner-Style-Magazine-0222.indd 1/15/22 1 9:02 AM
Iam so honored to be
voted as the #1 Best
Accountant in the
Folsom/El Dorado Hills
area for four straight years!
I recently teamed up with
Kevin Wright of Capstone
Accountancy to form Next
Peak Financial Group. NPFG
exists to bring clarity to the
complex financial world so
that our clients can focus on
their talents and God given
purpose. Our service offering
includes:
• Business advisory/
fractional CFO
• Accounting and
bookkeeping
• Tax planning and
preparation
• Wealth management
• Forensic Accounting
And new episodes of The
Next Peak Podcast should be
out soon!
THE BEST JUST GOT BETTER!
Pacific Investment Consultants is
now CAPTRUST
Our professional team, including Christeen Reeg, Scott
Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen,
will continue to offer the same high-quality service you
have come to expect from us. The Folsom team joins two
other CAPTRUST office locations in the Sacramento Valley,
including Sacramento and Roseville.
CAPTRUST Folsom | 1130 Iron Point Road, Suite 100
Folsom, CA 95630 | 916.932.0150
captrust.com/Folsom | captrust.com/Sacramento | captrust.com/Roseville
AD21_028
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SPECIAL SECTION
ESTATE PLANNING | TRUSTS | WILLS | PROBATE
POWERS OF ATTORNEY | LIMITED CONSERVATORSHIPS
The leading rule for
the lawyer, as for the
man of every other
calling, is diligence.
Kristin M. Kaminski
Managing Attorney
Leave nothing for
tomorrow which can
be done today.
The Collected Works of Abraham Lincoln
edited by Roy P. Basler
Rick T. Lebherz
Associate Attorney
The firm is first rate - a
good set of attorneys who
specialize in estate law
and great service. It is
hard to match that blend
of cutting edge knowledge
and service.
DRTAX S - Client Review
We pride ourselves on actively helping
our clients and their families to preserve
what they have, give them peace of
mind, and make sure their values are
carried out throughout the process.
We provide an ongoing relationship,
and we’ll be there when you need us the
most, and make it as easy as possible in
the most difficult times of life.
GIVE US A CALL
916.786.7272
EVERYTHING
STARTS WITH
A PHONE CALL.
140 DIAMOND CREEK PLACE, SUITE 165, ROSEVILLE, CA 95747
FEBRUARY 2023 | stylemg.com 81

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IN THIS ISSUE
STYLE MAGAZINE
FEBRUARY 2023 M A G A Z I N E
EDUCATION
• GUIDE•
FEBRUARY 2023 FOOD | HOME | COMMUNITY | EVENTS | ARTS | LIFE
STYLEMG.COM
STYLEMG.COM
PLUS
Cool
Cones
C. Knight’s
Steakhouse
GREAT
STEAKS!
Wow-Worthy
Home Makeover
Wonderful
Watercolorists
M A G A Z I N E
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