Helping you balance benefits and real estate. Whether you’re looking for financial guidance or want solid referrals, we will connect you with specialty experts that help all generations succeed in their financial endeavors. Through their knowledge of tax incentives, penalties and every other aspect of real estate and financials, wills and estates, their mission is to ensure you are making the smartest move in financial health.
Wealth Analysis & Legacy Planning
As part of our wealth advising, we create a team personalized to each of our clients made up of CPAs, wealth managers, attorneys and anything else you may need. Financial forensic discovery includes identifying trust, crisis managers, case managers, finding errors, and thorough analysis of the situation.
Estate Planning is encouraged for anyone with assets and should be prioritized the moment you have investments of any kind. You want your life’s work to go to your heirs with ease.
Our analysis and consultation involve a process of reverse engineering your life path — we look at your current Real Estate holdings through a forensic lens and advise you on mid-term and long-term solutions, no matter what stage in life.
For More Information on a Free Portfolio Analysis Call Helping Hands Senior Foundation L.A. At 818-279-6580
Reading through all of this information may be confusing; feel free to reach out to us directly at 818-279-6580 to speak to an intake coordinator who will take down your concerns and have one of our care coordinators call you back within 1-3 business days.