Serving San Diego Since 1986
Bob Davis, CPA
804 Pier View Way, Suite 204
Oceanside, CA 92054
Our office can help you evaluate your situation and recommend responsible solutions that will protect your assets for you and your heirs, minimizing government’s “take”.
Baby boomers have built their estate through the 70’s, 80’s and into the new century, and now look forward to retirement.
Little do they realize that without proper planning, current trends in litigation could mean losing their estate.
Their parents often have sizable estates that are also vulnerable.