We can build you a financial plan you can trust.
Founder & Licensed Paralegal
Founded LV Financial and Insurance Services and sole proprietor of the business started a little over 26 years ago working for a Law Firm located in downtown LA. Today, our main services are income tax preparation, auto/life insurance, notary public service, credit repair, auto registration with the DMV, and weddings. Call us today to start a better tomorrow.
Financial goals are unique to each business, personal, or estate plan, which is why we can help identify areas of potential tax savings you may not have known about or considered. Elizabeth’s expertise in accounting and tax preparation has consistently helped clients all over El Monte, CA., and surrounding areas.
Helping you build a sound financial plan based on your priorities.
It’s important to remember that we are not lawyers, but rather paralegals that specialize in assisting the wide range of legal needs of our clients throughout the South El Monte, CA, area. With broad areas of expertise and decades of experience, we pride ourselves on being your partners in a growing and changing life, helping you handle the details through an array of complex situations. Whether you’re looking for sound insurance advice or need a skilled family and civil law paralegal, you can depend on LV Financial and Insurance Services to help.
Growing your wealth
From realizing your dreams to building the lifestyle you envision for your family, growing your wealth may help provide the resources necessary to accomplish what matters most to you.
Protecting your wealth
Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth will help you feel secure about the future.
Planning for retirement
Whether your retirement is a far-off dream or a soon to be realized reality, the steps you take today can help you enjoy financial independence throughout one of the best stages of your life.
Growing a business
Owning a business is a significant financial investment that comes with hard work, tough decisions, and personal sacrifices. We can be there to help you plan for a successful future.
Planning your estate
Your wealth represents a lifetime of hard work and careful financial decisions. Estate planning helps you make smart choices about estate taxes, sharing your wealth today, and planning for its eventual distribution to your heirs.
Providing for family
Some of your most important personal goals may be related to providing financially for loved ones. Looking after their needs can be a meaningful way to show them you care about their wellbeing.