“Just a note to thank you for all you (and Jill and Katie, too!) have done for me personally over the past 8 years. Besides your professional advice in handling Mom and Dad’s estate, I appreciate your help during my day-to-day challenges of caring for Mom while she was still in her house. Sometimes it was enough just to know you were there and were accessible to me. Carol and I have said many times how fortunate we were that John suggested your services to Dad before he passed a week later–what was a difficult time would have been a nightmare without you!

So, with the conclusion of the estate’s management, we are at the end of an era. Thanks for everything, Nancy!”

~Daughter of Client


“I just want to let you know how very grateful I am for your financial and emotional support for so many years. Before my mom passed, she spoke of you with fondness and trust. She was willing to let go of some of her control and turn it over to you. She trusted your judgment and was willing to listen to your advice and suggestions. You gave her peace of mind. For that I am grateful! Thank you for helping me feel safe and secure all these years. I wish you all the best!”

~Beneficiary Client


“When I was living out of state and my aunt lived in Baja, we both had many questions about how things were being handled regarding my Mother’s affairs. After I moved to San Diego to care for my Mom, I arranged a family meeting to discuss her health, activities and finances. Six months later….a second family meeting. I still knew so little about her properties and assets. My aunt quietly, but reluctantly, attended with my brother and sister. What I am trying to say is that we were unsuccessful. Thank you tremendously for getting involved with my Mother’s affairs. Thank you for getting rid of all those northern properties that were a financial disaster. My Mom had said multiple times she wanted to get rid of them. Thank you for putting ‘things in order”.

~Daughter of Client


“We have said it before and it has held true to the end – you have taken care of mom and in turn taken care of us throughout this season in ways both great and small. We are forever grateful to have had you walking along side us. Thank you for your wisdom, your steadfastness and your heart.”

With love and gratitude,”

~C, C & M


“My apologies for the delayed response – I’m deployed overseas right now. On the one hand, it is a relief to have my dad’s affairs finally be at the point where we can even contemplate a final invoice. On the other hand, it is almost bittersweet at another level to consider that idea given how much you have helped our family over the past several years. There are not adequate words to express our gratitude for everything that you’ve done other than to say that it simply would not have been possible for us to be where we are today without you. You and your team have been absolutely phenomenal at every step of the way. I think that I can speak for my brothers as well when I say that if you ever have need for a reference, we would be more than happy to share how invaluable you’ve been. Thank you for your consummate professionalism, your exceptional dedication, and your genuine compassion. It has been a pleasure to work with you.”

~Michael O., MD, FAAFP, LTC, MC, FS Surgeon 1st Special Forces Group (Airborne)


“I just wanted to thank you for taking care of things for and with my Aunt…..I appreciate having someone that can be objective handling things right now…..I feel better knowing someone is looking after all the details. Thank you.”

~Client’s Out-Of-Town Niece


“Nancy began assisting my mother-in-law when her late husband passed away. He handled everything for her during his life. On his passing, she needed a helping hand in all matters. Nancy has been an empathetic soul and has been instrumental in building a feeling of security for her in a very scary time. Nancy is very skilled with people and very caring. I am sure she does well with all clients in this situation. I give Nancy my very highest recommendation both as a person and a fiduciary. She does these things very well and she remains a trusted friend of the family.”

~Client’s Son-In-Law


“I can recommend Nancy Thornton professionally, morally and ethically. Her business practices are of the highest ethical and professional caliber and she proves repeatedly her ability to negotiate difficult personality differences in addition to business issues.”

Alan J. Talbott, Esq.
Trust and Estate Attorney, San Diego, CA


“Nancy’s accountings were impeccable and her work was always done on time in a clear and professional manner. It is rare that I see a CPA being willing to serve as a Trustee who is as experienced as Nancy is in finance and trust matters. I plan to use Nancy as a personal Trustee for my clients whenever the need arises.”

Eric A. Ashton, Esq.
Edwards, Ashton & Gin, LLP


“On behalf of our family, please accept our deepest appreciation for the way you assisted Sandi and now us.  Both of you provided Sandi with the comfort she wanted knowing all her wishes and her assets were protected and cared for.  The last several years have been difficult on our family, but having the two of you help guide us through this journey has meant the world to us.”
With gratitude,

Mark & Margot


“During the time that Ruben cared for my husband, he exuded the definition of a caregiver, a caring giver who goes above and beyond the traditional duties. Ruben’s experience around the world, has groomed him in dealing with people and reading a room. If we have guests, deliveries, or family members visiting, Ruben’s judgment in stepping in or giving us our space really helps us to have the assistance or privacy needed at the time. Without being asked, many times Ruben will spontaneously assist my husband with physical therapy/exercises. From his experience as a worldwide professional dance instructor, he finds ways to motivate my husband to do his exercises.”

Ms. P
Clinical Psychologist


“Ruben spent 8 days caring for my wife post-op. He is extremely professional, highly reliable and medically knowledgeable. Ruben is empathetic and intuitive in understanding the emotional and physical needs of those he cares for. In addition, Ruben went above and beyond the call of duty by proactively offering to run household errands, bringing flowers home, picking takeout meals, and attending doctor visits. I have never worked with such a competent caregiver and would absolutely hire him again in a heartbeat. If you need a reference for Ruben, he is free to pass along my contact information.”

Sean M.


“Ruben saved the day for my family, when he came in to cover for other members of my grandmother’s caretaker team with one day’s notice. He was very punctual, professional, and works very hard to meet the needs of his patient, as well as their family. My grandmother’s dementia was very advanced, and he never got frustrated and always tried to make her smile, laugh, and enjoy life. He is very willing to adapt to a fluid situation and although he only worked for my grandmother for a few months, he left a very positive lasting impression. I was his direct supervisor and anytime I asked him to make a change or try a new way to get my grandmother to cooperate more, he was eager and ready for the challenge.”

Joy S.

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