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+1 562-594-4200
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| 10702 Pamela St, Cypress, CA, 90630 | |
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2.7 miCalico Station
2.7 miCamp Snoopy Depot
2.9 miMetro;OCTA
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Specialties
Our firm provides the highest level of representation and services to individuals and families, and is recognized as a leading law firm in the Southern California area.
We are one of the only firms in Southern California that provides «one-stop» legal AND financial services. Services include estate planning, financial advice and services, investment and insurance products, living trusts, powers of attorney, wills, probate and trust administration, long-term care asset protection, Medi-Cal planning, veterans benefits planning, and special needs planning.
Because our firm is licensed and competent to provide all of these various and related legal and financial services, consumers benefit by lower overall costs, more convenient access to ongoing assistance, and better plan development.
History
Established in 1993.
Mr. McKenzie has an unblemished record with all regulatory agencies, with virtually no complaints, and an A+ rating with the Better Business Bureau. He and his staff have very positive relationships with clients, who number over 1000.
NOTE: As of this writing, we have 5 Yelp reviews; 1 negative and 4 very positive. The 1 negative review was given by someone who was NEVER a client of our firm, but rather a disgruntled relative of a client. The 4 positive reviews have been «filtered» by Yelp, so that they do not show up unless you click on «filtered» above.
There are several class actions pending against Yelp for skewing reviews in order to shake down businesses for monthly fees. When approached by Yelp to pay a fee, I declined. Subsequently, my positive reviews disappeared, and only the dishonest review by a non-client remained. I have tried to set the record straight by commenting on that negative review, but the «comment» button on this page has been disabled by Yelp.
Meet the Business Owner
Thomas M.
Business Owner
Mr. McKenzie graduated law school with honors in 1993. He established his firm and went on to practice in the areas of estate planning, financial planning, and elder law.
He is a member of the California State Bar, the National Academy of Elder Law Attorneys, the Orange County Bar Association, and is a past Chairman of the Elder Law Section of the Orange County Bar.
Tom is the founder of the «Comprehensive Planning Technique,» which involves a combination of legal, estate planning and financial planning strategies for better plan development. He was selected as a Five Star Wealth Manager Award Winner by Los Angeles Magazine, which is an award given to less than 2% of all wealth managers in So. California, and was also featured in Newsweek Magazine as one of So. California’s premier wealth managers. With an understanding of both legal and financial issues, Mr. McKenzie is uniquely situated to advise his clients in the development of a truly comprehensive estate and financial plan.
