About Us

Grow and Protect

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We work quickly and efficiently to help our clients now and in the future. Please contact us with any questions or concerns.  Our  goal is to help you be prepared for life events or a new goal ahead.  Let us be a partner with you in this journey.

Pamela Clausen-AZCLDP #81781

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Pamela is a Notary, Certified Legal Document Preparer and has a BS degree from Arizona State University.  She has worked with hundreds of individuals and families creating Estate Plans and Business Entities for over a decade.  Pam has also worked in the Financial world and Accounting  field to add to her Estate Planning knowledge.  


Cara Steele-Notary Public

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Cara has worked in many areas of Estate Planning and Real Estate over several years. She is a Notary Public in the State of Arizona.  She is a valued advisor and consultant.