Personal Executive Assistant

Personal Executive Assistant services:

We work closely with families who are relocating their ailing and aging parents to provide financial guidance, budgeting as well as assistance in organizing confidential personal papers, and documents. We liaise with family Trustees, their CPA, Tax Preparer, and Estate Planning Attorney to streamline processing of documents for Tax or Estate Planning purposes. This is an outside service available to and provided for you.

"Past Affiliate Member of PFAC" (The Professional Fiduciary Association of California)

| "Investment advisory services offered through Wise Asset Management L.L.C., a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for Wise Asset Management L.L.C. or by our CRD # 318614. Advisory services are only offered to clients or prospective clients where Wise Asset Management L.L.C. and its representatives are properly licensed or exempted.
| Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.
| Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).
| Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user."