Financial Professionals Stand Alone - February 2023
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.
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.
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SPECIAL SECTION<br />
Michael Yee<br />
Yee Law Group, Inc.<br />
919 Reserve Dr. // Roseville<br />
1024 Iron Point Rd., Ste. 1008 // Folsom<br />
4010 S. Land Park Dr., Ste. B // Sacramento<br />
916-927-9001 // www.mylawyersllp.com<br />
Attorney Michael Yee focuses his practice<br />
on estate planning law while providing<br />
excellent client services at a highly regarded<br />
and friendly law firm. Estate planning may<br />
include a living trust, advance health care directive,<br />
power of attorney, and other special planning unique<br />
to each client. Attorney Michael Yee graduated with a<br />
BA in Business Economics from ULCA and earned his<br />
JD from the University of the Pacific, McGeorge School<br />
of Law. He is a proud father of two incredible boys.<br />
Yee Law Group is home to multiple talented attorneys<br />
and paralegals offering services in estate planning,<br />
probate, conservatorship, and elder law. With three<br />
locations in Folsom, Roseville, and Sacramento to best<br />
meet your needs. The incredible team at Yee Law<br />
Group's top priority is client satisfaction and serving<br />
each client with exceptional professionalism and<br />
precision. They lead the way with a top-rated online<br />
reputation, with over 140 5-star reviews on Yelp!<br />
Start planning now – call to schedule your FREE estate<br />
planning consultation today!<br />
As an Ameriprise private wealth advisory<br />
practice, we have the qualifications and<br />
experience to help navigate your complex<br />
financial needs. Whether it’s investment<br />
management, tax strategies, legacy planning,<br />
or financial divorce planning, we can work with<br />
you to grow and preserve what you’ve worked<br />
so hard to achieve.<br />
Call us today and discover the<br />
personal service you deserve.<br />
Trinity Wealth Advisors<br />
A private wealth advisory practice of<br />
Ameriprise <strong>Financial</strong> Services, LLC<br />
1130 Iron Point Rd, Suite 150<br />
Folsom, CA 95630<br />
916.351.0000<br />
trinitywealthadvisors@ampf.com<br />
ameripriseadvisors.com/team/<br />
trinity-wealth-advisors<br />
You’ve worked hard to achieve success.<br />
You deserve financial advisors who<br />
work as hard for you.<br />
Not FDIC or NCUA Insured | No <strong>Financial</strong> Institution Guarantee | May Lose Value<br />
The Compass is a trademark of Ameriprise <strong>Financial</strong>, Inc.<br />
Ameriprise <strong>Financial</strong>, Inc. does not offer tax or legal advice.<br />
Consult with a tax advisor or attorney.<br />
Ameriprise <strong>Financial</strong> Services, LLC. Member FINRA and SIPC.<br />
© 2022 Ameriprise <strong>Financial</strong>, Inc. All rights reserved.<br />
FEBRUARY <strong>2023</strong> | stylemg.com 79
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