Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More
As we age, our mental capacity to handle our own finances diminishes. You may notice your aging clients begin to have difficulty with relatively simple financial concepts, forget to pay their bills, or even misplace funds, and you may wonder … Read More
As an attorney, you may be limited when it comes to assisting your elderly clients with financial matters outside your scope of work. However, this doesn’t mean you can’t help your client find the support they need. In fact, you … Read More
For over 25 years, we have been in the business of helping our clients with their financial matters. In our many years of experience, we’ve seen even the most complex of family situations. In one instance with the Jones Family, … Read More