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The tools and help you need to protect your life savings

  • Asset Protection
  • Medi-Cal Planning
  • Wealth Transfer
  • Long-Term Care Planning

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Steen & Company brings over 100 years of combined experience and practical application, thus giving you the very best in Asset Protection, Long-Term Care & Wealth Transfer Planning.

Our team of Advisors, Case Managers and Community Relations Specialists stands ready to assist families with expert guidance and coaching in the most challenging of times.

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Don't let Long-Term Care costs deplete your life's savings!

We'll evaluate your situation for FREE and offer strategies to protect your home, savings and retirement accounts.

    • You were more than gracious with your time. I am very impressed with your firm...

      Jay G., CPA

      Bakersfield, CA

    • You guys have made this long, difficult journey a lot easier...

      Gina R.

    • ... thank you for showing my mother such sensitivity during this very challenging time for her...

      Roy F.

      San Francisco, CA

    • You explained everything so well and help Mom's hand through the whole application process...

      Jane H.

      Coalinga, CA

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