Client Moments Our Clients' Favorite Moments. Smart planning can make a difference in creating special lifetime moments for priceless memories. Jim accompanied by his lovely wife, Arlene, receiving the Most Outstanding Alumni award from St. Catherine’s Academy. Doug, Tina and family on a Caribbean cruise celebrating their 50 year wedding anniversary. Ann and family on a Tanzania safari adventure. Bucket List! Dick and Coradee on an African safari. Nick at the Willow Springs Int'l Raceway. Julie and Nick in Milan 2017. Julie in the CA Open Ballroom Competition 2017. Vince and Pat enjoying their Panama Canal Tour 2014.