COMPREHENSIVE FINANCIAL PLAN
In these difficult financial times, more and more we have been asked for advice and direction in helping our clients with their financial planning. We have come to realize, that integrating financial planning with our tax advice and planning, would be beneficial to our clients.
After careful consideration and review of many different financial planning firms, we are pleased to announce our affiliation with Goldstein & Associates, headed by Adam Goldstein located here in Calabasas, with appointments available in West Los Angeles and Glendale. Adam was named a “Five Star Wealth Advisor” in 2011 by Los Angeles Magazine, and will be named again for 2012 in this February’s edition of Los Angeles Magazine. Goldstein & Associates are part of Ameriprise Financial and bring a great team of financial advisors with many years of experience to the table. As we discuss your tax situation this year, we would be happy to arrange a meeting with Adam and his team to discuss your particular financial situation and goals.
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