Guests and Contributors

Dave Britton

Lockhart and Britton—Specializing in Bankruptcy proceedings

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Deborah Sims, CEA

J.P. Turner & Company, LLC
3940 Hortensia Street
Suite 103
San Diego, CA 92110

(619) 220-0002
(619) 764-5802 fax

Email: dsims@jpturner.com

Sell highly appreciated assets in a trust that can defer capital gains, depreciation recapture and eliminate gift and estate tax. Remove your Property out of your Taxable Estate.

Maximize Your Tax Deductions—A Retirement Program for the Self-Employed

Deborah brings over 20 years of experience in the financial services industry. She has served in various capacities in her corporate life as Vice President of a major brokerage firm and was instrumental in
opening financial service offices.

Deborah is a licensed Certified Estate Advisor. She specializes in Estate Planning and believes in the protection and the accumulation of wealth. Her niche and expertise as a CEA includes Living Trusts, Asset Protection Trusts and Private Annuity Trust. (To learn more about the Private Annuity Trust, please visit www.mypatplan.com/dsims.)

Her focus is on individual and trust portfolio management with an emphasis on retirement planning. Investments are managed with an active asset allocation approach with the ability to reallocate her clients portfolios according to the changing market conditions.

Deborah has involvement with various volunteer organizations. Her passion involves helping with the Foster Care Organization and Children’s Convalescent Hospital. She has three teen age daughters; Devon, Shelby and Taylor. She enjoys running Half-Marathons and is also an active member of their church.

Convenient offices are located in Old Town and Carlsbad. She is a regular guest speaker on the radio and can be heard on 760 KFMB AM.