Colleen Marie & Associates

At Colleen Marie & Associates, we are a group of professionals who pride ourselves on making the best estate planning and estate funding products and services available to our clients. We work with you individually and carefully evaluate your unique business and personal needs to find the most suitable solution for you.

The exclusive designation awarded by the National Institute of Certified Estate Planners assures you that the latest and most exclusive training is current.  Our licensing allows us to assist with estate funding in California, Minnesota, New Jersey, Oregon and Texas, A focus on college funding and mitigating those costs can be achieved with early planning.

Do not delay properly planning and funding your estate. Our motto is: “The worst decision you make on your very worst day is better than the best decision the court makes for you on their very best day” ™

We are also skilled in dispute resolution and are conveniently available to meet and learn how we can effectively intercede, on your behalf, with the insurer. We have a track record of success in obtaining favorable outcomes for our clients.

For more than two decades, we have been assisting people of all ages. We work with individuals and businesses alike. Our goal is to simplify the process and make it as affordable as possible.

For the individual attention needed for your estate planning, college funding and insurance needs, contact us at Colleen Marie & Associates. We can travel to all those throughout San Bernardino, Riverside, and San Diego Counties and meet online with those in other parts of California and out of state.