The more we know, the better we serve our clients.
We have the ability to make our client's lives better.
It is our responsibility to guide our clients to their financial goals.
January Meeting Coming Up : RSVP now! Cheryl Schaffer, CPA - "Income in Respect to Deceased"
This month we feature Tammy Fox of US Trust. She has been at US Trust for over 5 years and is extremely involved in community projects all over the Coachella Valley including the Eisenhower Medical Center Advisory Board.
It is hard to achieve your goals when you don't have a strategy and good strategy always starts with a detailed plan. Don't put the cart before the horse in 2011, consult with a licensed estate planner today.