I am a legal and financial counselor dedicated to serving families and businesses both inside and outside of southern California. By listening to my clients, I will provide them the very best options based on their goals and resources. My team and I are committed to providing our clients with the expert guidance they need to realize their dreams.
Protecting your family and business is essential for your peace of mind. This process can be complicated and confusing. It requires in-depth knowledge, expertise, and experience in areas of law, taxes, estate planning, wealth management and insurance, as well as a sound understanding of business practices. Uncertainty, lack of knowledge or fear of making a mistake can lead to poor investment and life choices. This is why you need a trusted legal and financial advisor.
I have the pleasure of working with Al Rasch as he provides financial and planning resources to small businesses in conjunction with the Small Business Development Center in Hawaii. One of these companies is currently expanding its base not only in Hawaii, but also in the Far East. Al also serves as my personal advisor on business, tax, financial and personal issues.
We have known Albert Rasch for over 25 years as a friend, mentor and as our family’s attorney and advisor. Al has guided us, and our parents, with our tax and estate issues. He has assisted in arranging proper care for our developmentally disabled brother and sister. When you need guidance and support in legal and financial areas, Al is the professional you need on your side.
Al Rasch is the attorney managing my 93 year-old father’s estate. His willingness to take on this task has relieved me and my siblings of a tremendous amount of stress. He literally has been a godsend. He has organized, prepared and filed both state and federal tax returns for 3 different parts of the estate. He has also worked directly with the estates property managers so the month-to-month issues can get resolved in a more timely fashion. His unique combination of accounting, financial and legal skills enable him to be a very effective and above-board overseer.
Important alerts to read regarding your wealth management.