©  George H. Coughlin II  2002  All Rights Reserved          Return to Home Page

This page lists other planning professionals you can turn to for assistance.  Names and contact information is entered by geographic region. 

Please keep in mind that George Coughlin is NOT responsible for, and does not supervise, the recommendations of other advisors.  Any tax, investment or insurance advice as well as recommendations to purchase or sell securities you receive from another advisor listed on this page does NOT involve George Coughlin or his broker/dealer ePLANNING Securities, Inc.  

Fortunately, there is a growing number of skilled distribution planners throughout the country.  However, only a few appear on this page.   The names you see in this directory belong to individuals with whom the author has developed a professional rapport.  While their training and experience varies, each is qualified to help you avoid the quicksand surrounding required distributions from qualified retirement plans, IRA's and TSA's.

Northern California

Guerdon T. Ely, CFP®                    55 Independence Circle, Suite 207
                                                         Chico, California 95973
                                                         (530) 895-0636  (Voice)
                                                                     (530) 895-0651  (Fax) 
                                                         gtely@aol.com

Bruce S. Fraser, Esq.                        Dowling, Aaron & Keeler, Inc.
                                                        6051 North Fresno Street, Suite 200
                                                        Fresno, California 93710
                                                        (559) 432-4500  (Voice)
                                                        (559) 432-4590  (Fax)
                                                        bfraser@daklaw.com

Mary Kay Foss, CPA                      Marzluft, Giles, Tulis & Foss, CPAs, Inc.
                                                        185 Front Street, Suite 108
                                                        Danville, California 94526
                                                        (925) 838-9640  (Voice)
                                                        (925) 838-7797  (Fax)
                                                        mgtf4cpa@aol.com

Myron S. Greenberg, Esq., CPA      700 Larkspur Landing Circle, Suite 205
                                                         Larkspur, California 94939
                                                         (415) 461-5844  (Voice)
                                                         (415) 461-5873  (Fax)
                                                         msg@eplaw.com

Michael J. Jones, CPA                  Thompson Jones LLP
                                                     2801 Monterey-Salinas Hwy., Suite G
                                                     Monterey, California 93940
                                                     (831) 373-1800  (Voice)
                                                     (831) 372-0899  (Fax)
                                                     mjj@tj-llp.com

Peter James Lingane, EA, CFP®         Financial Security By Design
                                                             852 Acampo Drive
                                                             Lafayette, California 94549
                                                             (925) 299-0472  (Voice)
                                                             (925) 299-0473  (Fax)
                                                             peter@lingane.com   

Betty J. Orvell, Esq.                      Crosby Heafey Roach & May
                                                     1999 Harrison Street
                                                     Oakland, California 94612
                                                     (510) 466-6784  (Voice)
                                                     (510) 273-8832  (Fax)
                                                     borvell@chrm.com

Harry Rubins                              Rubins Financial Strategies
                                                    418 B Street, Suite 200
                                                    Santa Rosa, California 95401
                                                    (800) 675-6171  (Voice)
                                                    (707) 542-9450  (Fax)
                                                    harry@rubins401k.com

Southern California

Edward V. Brennan, Esq.           Nugent & Newnham
                                                    875 Prospect Street #305
                                                    La Jolla, California 92037
                                                    (858) 459-3821  (Voice)
                                                    (858) 459-6358  (Fax)
                                                    ebrennan@nnlajolla.com

Steven E. Trytten, Esq.               Anglin Flewelling et al LLP
                                                    199 South Los Robles Avenue #600
                                                    Pasadena, California 91101-2459
                                                    (626) 535-1900  (Voice)
                                                    (626) 577-7764  (Fax)
                                                    set@afrct.com

Midwestern United States

John L. Olsen, CLU, ChFC           Olsen Financial Group
                                                      131 Hollywood Lane
                                                      Kirkwood, Missouri 63122
                                                      (314) 909-8818  (Voice)
                                                      (314) 909-7912  (Fax)
                                                      jolsen02@earthlink.net 

James A. Shambo, CPA, PFS          Lifetime Planning Concepts, P.C.
                                                        1271 Kelly Johnson Boulevard, Suite 210
                                                        Colorado Springs, Colorado 80920-3962
                                                        (719) 638-3505  (Voice)
                                                        (719) 380-9631  (Fax)
                                                        jim@shambo.com 

Southeastern United States

David W. Polstra, CPA, CFP®        Polstra & Dardaman, LLC
                                                         5445 Triangle Parkway, Suite 150
                                                         Norcross, Georgia 30092-2569
                                                         (770) 368-1700 ext. 18  (Voice)
                                                         (770) 246-0319  (Fax)
                                                         davidp@pdllc.com

Bruce J. Temkin, MSPA, EA            420 Elmington Avenue, Suite 1202
                                                         Nashville, Tennessee 37205
                                                         (615) 383-7335  (Voice)
                                                         brucetemkin@aol.com 

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