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url 2013-08-29 08:26



4700. The form provided in Section 4701 may, but need not, be used to create an advance health care directive. The other sections of this division govern the effect of the form or any other writing used to create an advance health care directive. An individual may complete or modify all or any part of the form in Section 4701.


4701. The statutory advance health care directive form is as follows:


 ADVANCE HEALTH CARE DIRECTIVE (California Probate Section 4701) Explanation  You have the right to give instructions about your own health care. You also have the right to name someone else to make health care decisions for you. This form lets you do either or both of these things. It also lets you express your wishes regarding donation of organs and the designation of your primary physician. If you use this form, you may complete or modify all or any part of it. You are free to use a different form.

Part 1 of this form is a power of attorney for health care. Part 1 lets you name another individual as agent to make health care decisions for you if you become incapable of making your own decisions or if you want someone else to make those decisions for you now even though you are still capable. You may also name an alternate agent to act for you if your first choice is not willing, able, or reasonably available to make decisions for you. (Your agent may not be an operator or employee of a community care facility or a residential care facility where you are receiving care, or your supervising health care provider or employee of the health care institution where you are receiving care, unless your agent is related to your or is a coworker.)

 Unless the form you sign limits the authority of your agent, your agent may make all health care decisions for you.


This form has a place for you to limit the authority of your agent. You need not limit the authority of your agent if you wish to rely on your agent for all health care decisions that may have to be made. If you choose not to limit the authority of your agent, your agent will have the right to:


 (a) Consent or refuse consent to any care, treatment, service, or procedure to maintain, diagnose, or otherwise affect a physical or mental condition.


 (b) Select or discharge health care providers and institutions.


 (c) Approve or disapprove diagnostic tests, surgical procedures,and programs of medication.


 (d) Direct the provision, withholding, or withdrawal of artificial nutrition and hydration and all other forms of health care,including cardiopulmonary resuscitation.


 (e) Make anatomical gifts, authorize an autopsy, and direct disposition of remains.


 Part 2 of this form lets you give specific instructions about any aspect of your health care, whether or not you appoint an agent.Choices are provided for you to express your wishes regarding the provision, withholding, or withdrawal of treatment to keep you alive,as well as the provision of pain relief. Space is also provided for you to add to the choices you have made or for you to write out any additional wishes. If you are satisfied to allow your agent to determine what is best for you in making end-of-life decisions, you need not fill out Part 2 of this form.


Part 3 of this form lets you express an intention to donate your bodily organs and tissues following your death.


Part 4 of this form lets you designate a physician to have primary responsibility for your health care.


 After completing this form, sign and date the form at the end.The form must be signed by two qualified witnesses or acknowledged before a notary public. Give a copy of the signed and completed form to your physician, to any other health care providers you may have,to any health care institution at which you are receiving care, and to any health care agents you have named. You should talk to the person you have named as agent to make sure that he or she understands your wishes and is willing to take the responsibility.


 You have the right to revoke this advance health care directive or replace this form at any time.

Source: cmsfinancial.com/attachments/008_ProbateCodeAdvancedHealthCareDirectiveForm-fillable.pdf
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url 2013-08-24 02:32
Crown Capital Securities llc Management Free Downloads


Charles M. Shackelford is an investment representative of Crown Capital Securities who offers financial services and investment products, including portfolio management, mutual funds, tax-free municipal bonds, life insurance and annuities.



HIPAA Authorization      Authorizes release of medical information, PDF format  21 Kb

Vital Records and Information Form        PDF                            44 Kb

Advance Health Care Directive   Advance Health Care Directive - California Probate Code Section 4701, PDF Format                                                                                                                                           411 Kb

Source: cmsfinancial.com/downloads
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url 2013-08-23 07:30
Charles M. Shackelford

Financial & Investment Services



Professional Asset Management

Mutual Funds · Annuities

Tax-Free Income · Life Insurance

Securities offered through Crown Capital Securities, L.P.




Charles M. Shackelford offers financial services and investment products, including portfolio management, mutual funds, tax-free municipal bonds, life insurance and annuities. He is a licensed life and disability insurance agent, California License No. 0647404. Charles follows the time honored principles of quality, consistency and diversification. He adheres to modern investment theory, which is based on asset allocation. His clients benefit from an optimal strategy of diversifying their portfolios across a variety of asset classes in a manner that reduces risk and volatility, while increasing return.


time honored principles  of quality, consistency  and diversification


He is the past author of the financial newsletter for the San Diego State University Retirement Association, and past chairman of the Estate Planning Committee for the Scripps Clinic and Research Foundation. His conservative philosophy and experience in investments, tax, insurance matters and estate planning combine to offer clients sound, professional advice. For a free consultation regarding investments, life insurance or tax planning, please call (619) 291-2000 for time and location. Meetings are also available in the convenience of your own home or place of business.

Source: cmsfinancial.com
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url 2013-08-22 09:14
Crown Capital Management Charles Shackelford Professional Asset Management


An Interview with Charles Shackelford


Mike Rogers: Charles, I notice the title of this program is "Invest for Success." We'd all like to get great results from our investments, but what is it that separates the successful investor from everyone else?


Charles: The successful investor is someone who has a plan ... someone who knows how to use good advice. After many years of working in this industry, it still amazes me how few people have a carefully designed investment portfolio.


An optimal portfolio is diversified, fits the client's tax situation, and allocates assets to reduce risk. Even though we know these are important goals, it still takes knowledge and discipline to create and monitor a plan that will continue to work.


I've consulted with over 2,000 clients, and looked at many types of investments. I've seen those assets at 5, 10 and 20-year intervals, and as a result of that experience, I know what belongs in a portfolio, and what doesn't.


The route most often taken by investors is haphazard. Through a series of purchases, they end up with a scattered portfolio. The focus is on individual investments, instead of on the whole investment strategy.


There's a much better way to invest ... the industry calls it "modern portfolio theory." This involves putting assets together using a method that provides a higher rate of return, while reducing risk and volatility.


So the answer to your question, Mike, is that the successful investor is someone who has a comprehensive financial strategy, based on proven principles. And for most people, that means creating a long-term relationship with a professional investment adviser.


Mike: That makes sense to me, because most people aren't financial experts. So, how can they get the advice they need to accomplish their investment goals?


Charles: The best solution is to find someone who can help develop a solid investment strategy. Look for an adviser you can trust, and enjoy working with, because you're starting a relationship that will last for many years. The other important quality to look for in any professional counselor is self-discipline. You need an adviser who will adhere to the long-standing rules that guarantee investment success.


I'm going to assume you're an investor who's looking for solid advice. Find a broker who's trustworthy, knowledgeable, and totally committed to your financial success. I earn my clients' trust by listening to them, and then carefully researching what's best for each situation. So when I select an investment, it's something we know will work, and it fits into an overall plan that's designed for that investor.


My clients often tell me how pleased they are to finally have a real plan that increases their return while reducing their risk. That tells me I'm accomplishing my goal by adding value to my client's portfolio, while at the same time providing peace of mind.


Mike: Is there any general advice or approach you use with clients to help them succeed with their investments?


Charles: Absolutely. My advice follows the time honored principles of quality, consistency and diversification. Most of my new clients haven't been taking advantage of those basic concepts. All of their savings may be in the bank, earning a low interest rate, and then they pay at least a third of that in taxes. Sometimes they have their money in fixed-rate annuities, or in government or tax-free funds.


These clients would like to be earning more on their investments, but they don't know how to increase their yield and still maintain their comfort level. I show them how they can safely diversify their portfolio and earn a higher rate of return.


On the other hand, some of my new clients already own stocks or growth mutual funds, but they don't have a coordinated investment plan. They don't have any real idea as to why they own a particular stock or fund. In addition, the assets haven't been balanced to reduce the risk and volatility of their portfolio.


This is where professional advice is needed. By using state-of-the-art tools, I structure a financial plan that exactly fits my client's situation. The result is an investment strategy that guarantees long-term success.


Mike: I understand you also worked as an attorney for thirty years. How do you use this experience in the counseling you provide?


Charles: My background as an estate planning attorney is directly related to the work I do for clients on their investments.


The question is, "how can I use my knowledge of estate planning and taxes to benefit my clients?" The answer is to explain options and ideas that give clients a fresh look at their situation. My legal background is also very helpful when I'm interacting with other advisors, including attorneys, CPA's and tax preparers.


My clients understand when I provide investment services, I'm acting as a registered securities representative. I'm also an affiliate of a registered investment adviser and a licensed life insurance agent.


The benefit of having a wide range of experience is I'm able to be more effective in advising my clients about their investments, and helping them to protect their assets at the same time.


Mike: I'm curious about how you actually work with your clients. Tell me about the specific services you offer.


Charles: Very often, clients come to me for help with a particular transaction. They have a certain amount of money to invest, but they don't necessarily want ongoing asset management. This can usually be handled in one or two meetings, by collecting enough information to help the client make the best decision.


I also work with a number of individuals and corporations who want me to actively manage their investment portfolio. I make continuing recommendations to these clients, and they receive regular progress reports. As an advisory affiliate, I'm able to provide these services at a very reasonable fee.


My goal is to make my service fit my client's needs, whether it's focused investment advice, or an ongoing arrangement, in which I manage assets and report back periodically to the client.


Mike: You work with many individuals and businesses. How do you stay in touch with all of them?


Charles: I'm fortunate that I enjoy meeting personally with my clients, as much as I enjoy the results of helping them with their investments.


I send out monthly statements and detailed quarterly evaluations, as a service to clients who arrange for ongoing asset management. We also schedule periodic reviews of their portfolio, which we can do either in the office or by phone.


Part of my job is to stay on top of the financial news, and I send out a monthly newsletter to keep everyone up to date with changes that affect taxes, investments and asset protection.


We've been talking about how I help my clients invest for success. The key to my success is building long-term relationships with satisfied customers. I let my clients know they can always come to me when they have a question or a problem that needs a solution.


Mike: You've referred to your affiliation with Crown Capital Securities, L.P. Give us some background on the company.


Charles: I like working with a nationwide company that allows me a great deal of independence. Unlike some of the large brokerage firms, Crown Capital doesn't encourage the sale of its own proprietary products, so I'm always free to select the best investments for each client.


Crown Capital is a registered broker/dealer and a member of the FINRA and SIPC. Our due diligence department is one of the best in the industry, analyzing investment products before I offer them to my clients.


Mike: You've told us about the service and support you provide, and now I'd like to know more about the client who would use your services. What can you tell us about the typical client you do business with?


Charles: Generally speaking, I work with individuals and businesses who have significant investment assets. This includes retirees, people who are near retirement, business owners and trustees of pension plans.


The majority of my individual clients are age 50 and older. They've reached a place in life where they're financially comfortable, but they're looking for ways to protect and improve their position. Typically, these clients have savings, investment assets, and IRA's or tax-qualified plans.


When I work with younger clients, it's because they've developed a pool of money, usually through insurance, an inheritance, or a high personal income, and they want to make sure those funds are invested wisely.


All of my clients have one thing in common ... they don't want to do the work required to become financial experts. However, they're very interested in making smart decisions with their money, and that's what brings us together.


Mike: This concludes the interview. Naturally, the benefit you will derive from this audiotape depends entirely upon you. What you've just heard is a small sample of the many services that set Charles Shackelford apart from others in the industry.


If you have enjoyed these interview highlights would like to discover how Charles can help you, we invite you to call or write today. Charles welcomes your questions and comments, and looks forward to working with you.


Please call Charles at (619) 291-2000.


To meet with him personally, you may call to schedule an appointment.

Source: cmsfinancial.com/asset-management
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url 2013-08-22 06:50
Crown Capital Securities LLC Management

Crown Capital Securities LLC Management


About Crown Capital Securities, L.P.



Crown Capital Securities, L.P. is a registered broker/dealer which provides a complete range of financial services and quality investments to independent securities representatives, serving investors throughout the country. These investment professionals are able to offer their clients a wide selection of approved, non-proprietary products. This complete selection gives people all the choices they need to meet their goals of preserving capital, generating income and accumulating wealth to finance education, caregiving, travel and retirement.


Crown Capital Securities, L.P. is an independent member firm of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Headquartered in Orange, California, the management group at Crown Capital is led by Darol and Phyllis Paulsen, an executive team with 60 years’ experience in securities and financial services.


All Crown Capital representatives are independent business persons in their own communities -- not employees of a mega-firm owned and operated by strangers in a remote location. As owners and managers of local financial services businesses, these representatives make a long-term investment in their community and are focused on building lasting relationships with their clients. In our experience, clients prefer the level of service they receive through this structure over that given them by Wall Street firms.


Crown Capital has no proprietary products to sell or sales quotas for its representatives. This allows its representatives to make honest and appropriate investment recommendations based strictly on client needs and product performance. High performance, credibility and dependability -- that's how Crown Capital representatives help clients make excellent financial plans and sound investment decisions at fair and competitive fees and commissions.


Clients choose from a vast array of investment products, including full service stock trading, tax-free municipal bonds, U.S. government and agency securities, corporate bonds, unit investment trusts, certificates of deposit, money market accounts, mutual funds, insurance products, fixed and variable annuities, direct investments, options and margin accounts.


Investment representatives are supported by a strong home office staff, with the experience and expertise necessary to identify and service the highest quality investment opportunities. This support is enhanced by Crown Capital's relationship with Pershing, LLC.


Transactions are cleared through Pershing, LLC, a subsidiary of the Bank of New York and a member of BNY Securities Group, with almost 60 years of experience.


You've worked hard for your money. Now, you want your money to work just as hard for you. That's why you should demand the utmost from your investment advisor. When you choose a Crown Capital representative, you are choosing an experienced professional dedicated to making your money work for you without taking unnecessary risks.


Perhaps most important, you are choosing a solid, value-based, complete financial services firm that can provide you all the strength, professional expertise and research capability of any Wall Street firm. One that is genuinely concerned about your financial well-being and ultimate investment success. One that avoids short-term aggressive strategies in favor of long-term capital appreciation. Crown Capital offers all these benefits and more.




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