Business Management Consulting Services
Here are some of the services we provide:
As your family grows and matures, your needs change. Even though every family is somewhat unique, their are common goals which need to be tackled when it comes to financial sustainability services for families. Our goal is to help your family to achieve those goals. We approach each family with an awareness of the special family dynamics which exist. As a holder of a Masters Degree in Conflict Management, a Certified Mediator (L.A. County Bar Association) and the founder of the Mediation Committee for the California Society of CPA's in Los Angeles, we are well aware of the conflicts which can exist in families. We therefore take this awareness into each family financial planning engagement.
Specifically, here are some of the services we can provide to your family:
Risk Management
Debt Management
Insurance Planning
Medical
Auto
Life
Budgeting
Credit
Estabishing Credit
Credit Restoration
Real Estate
Purchases
ortgages and Re-Finance
Investment Planning
Capital Gains
Risk Tolerance
Divorce Issues (see www.FinancialSheriffs.com)
Division of Assets
Asset tracing
Social Security
Education Planning