Financial Planning & Trusts

Estate Planners are often called upon by their clients to financial advise. Sammco Appraisal Group works closely with an impressive list of Financial & Estate Planners to insure they have the information needed to provide the most effective strategies for their clients.

Real estate portfolios are often at the center of the plan as they are usually among the client’s largest assets. Whether your needs require an appraisal for a single property or multiple appraisals for a portfolio, we understand the process involved. We have provided hundreds of appraisals for Estate Planners in LA and Orange County for trusts, estate purposes, tax planning, asset purposes, and much more.

For years, Sammco Appraisal Group has established itself as Orange County’s premier provider of appraisals for estate and financial planners. We are acutely aware of the skill and attention necessary to value all type of property. We also provide complete discretion and are very sensitive to the needs and privacy of those our customers and their clients.

Seniors know it’s also important that your affairs and estate are order as you transition into the retirement years which include knowing the value of your real estate portfolio. We are experts in making sure you don’t feel overwhelmed during this process and we will fully explain the appraisal and how the final estimate of value is achieved. We will also be available to answer any questions you may have.

Estate Planners throughout LA and Orange County have relied on our real estate appraisal services to build the foundations of a sound financial plan for their clients and we look forward to having the opportunity of working with you as well.

Call us today with any questions you may have and also check out our ‘Praise’ page and see what others with similar needs are saying about Kevin Howell and Sammco Appraisal Group.

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