June 3, 2022 Do‚ Eat-Shop-Do‚ Home/Business Services

Fred Sohl – Supreme Lending

Welcome to one of the most efficient and service-oriented mortgage experiences in America! Supreme Lending was founded in 1999 with one goal in mind – to improve the mortgage process. And since then, we have been doing just that. Here, we deliver exceptional service and some of the fastest turn times in the industry. Experience what it’s like to be a priority when you work with my team. We will provide you with assistance in navigating what can be a confusing array of mortgage requirements and really make the process incredibly simple and even enjoyable. My team will stay in touch with you throughout the process and get your home closed quickly and conveniently. Whether you are buying or refinancing our goal is to have your loan clear to close in 30 days or less so you can focus on all the other details you are faced with. Whether this is your first mortgage loan or your 1,000th, make it a Supreme one! Click here for an easy-to-use monthly payment calculator: https://fredsohl.supremelendinglo.com/ Find them at:Fred Sohl, Loan OfficerNMLS #2060899Cell: (626) 665-2758Branch: (626) 657-6183Fax: (626) 657-6200fred.sohl@supremelending.com

June 3, 2022 Do‚ Eat-Shop-Do‚ Home/Business Services

Stanislawski & Company, Inc.

Changing lives one accounting client at a time… There’s a reason why we are called “accountants.” It’s not just about tax returns, tax compliance, and tax planning. It’s about being held “accountable” for keeping your wealth in your hands. Our work must be both science and art. It requires a vast understanding of policy and the creativity to transform liability into asset. Trust planning requires top to bottom trust. Assurance services require assurances of consummate integrity. Small business tax strategy requires big picture execution. From South Pasadena to Palm Springs, Los Angeles to Laguna Beach, San Diego to San Francisco, throughout the great state of California and beyond, every Stanislawski & Company client receives world-class tax and business management services. No gimmicks. No lofty claims. No running on about awards and special recognition. Just exceptional results. And lots of them. Generation after generation. The Difference: An unwavering commitment to establishing lasting relationships. A deep understanding of each client’s personal and professional goals. Essential knowledge about the communities in which clients work and live. A relentless desire to provide MORE value than any client would expect. Vast technical understanding of tax codes, economic trends. An unquenchable thirst to learn, to succeed where others have not. High net worth clients work hard to sustain wealth. We work hard to increase it. Accounting is not simply about taxes. Or asset protection. Or risk reduction. Or estate planning. Or succession planning. Accounting is about RELATIONSHIPS. And we know a thing or two about relationships. After all, our firm has helped high net worth clients since 1961. I was fortunate to be born and raised in the remarkable city of Pasadena, CA where I continue to live with my my wife and three daughters. I am also fortunate to preside over an enduring business in this greater Los Angeles community, one of the world’s most competitive markets and one in which I am deeply invested, personally and professionally. It is because of the unique relationships that this firm has established with business owners and families over generations that I understand the language of accountability, of sustainability, of community. And so does every Stanislawski & Company team member. Thousands of CPA firms in the region illustrate a range of technical skills, describe a depth of resources, even highlight their “Best Of” accolades. But we chose a different path… to outwork anyone and everyone. Our team logs 12, 14, 16-hour days to leverage hardly known loopholes or transform complex tax policy into a win-win for your company, your family, your future. We are happy when assets are secure, risks eliminated, gains maximized. But we are never satisfied unless you see exceptional returns year over year over year. Results: MORE than five decades of tax and financial consulting. MORE than 100 years of experience among our top three executives. MORE than 20,000 business and individual clients in CA and the U.S. MORE than 50 industries served (from entertainment to healthcare, technology to finance, real estate to retail). MORE than $10 million dollars saved through exclusive tax planning and cost reduction strategies, year over year. VERIFY!!! Find them at:626.441.0330729 Mission St. Suite 100 South Pasadena, CA 91030https://www.stanislawskiandcompany.com/

June 3, 2022 Do‚ Eat-Shop-Do‚ Home/Business Services

Devin Robinson – Pasadena Private Wealth

We are an independent investment advisory firm in Pasadena, California, serving clients that include successful business owners, entrepreneurs and C-suite executives. Our exceptional team brings a depth and breadth of financial services experience that goes well beyond portfolio management, encompassing everything from lending, real estate, retirement plans and business consulting to insurance, trusts and philanthropic giving. FINANCIAL PLANNING: We begin by identifying your goals and priorities, analyzing your cash inflow and outflow and evaluating your health costs and longevity to determine your Personal Index. We then assess your risk tolerance, tax profile and insurance situation to determine whether the plan is achievable. If it is not, we will recommend expense and savings adjustments. Your plan is reviewed and updated on an annual basis. PORTFOLIO MANAGEMENT: Given your Personal Index and risk tolerance, we seek to determine an appropriate asset allocation. We then diversify your securities portfolio, analyze, compare and contrast investments, rebalance to stay within your target allocation, monitor technical trends to manage market risk, dollar-cost-average new money and harvest tax losses. REAL ESTATE SERVICES: Our comprehensive services include reviewing and evaluating your real estate holdings. Analyzing the economics of rental properties you are considering buying. Sourcing real estate investment opportunities. Advising you on price to pay or rent to charge. Advising you on optimal leverage to incur on specific property. Shopping for an attractive loan. And referring you to property management companies. BUSINESS CONSULTING SERVICES: We review and evaluate your legal and corporate structure. Analyze your costs and compare with industry peers. Refer potential new clients. Refinance commercial debt and improve capital structure. Help evaluate a potential acquisition. Point out potential tax strategies. Prepare your company for a sale, and find and negotiate with buyer. RETIREMENT COUNSELING: 2-5 years prior to retirement, we run through a pre-retirement checklist, including estimating income from 401(k), pension and social security, locking in mortgage, insurance and healthcare costs, advising on potential Roth conversion or lump-sum distributions and identifying your bucket list goals. CARE AND SUPPORT: We provide emotional support and guidance during periods of market turbulence or market exuberance. We assist you in making financial decisions during difficult times (illness, divorce, job loss). Help you solve family or business problems. Give you comfort and assurances that your spouse or children will be taken care of if you are suddenly gone. TRUST & ESTATE PLANNING: We review your estate plan and trust documents with your Estate Attorney to make sure they are still up to date and match your current expectations. We also update you on the impact of new inheritance tax laws. Act as a neutral advocate to help discuss or disclose your Will and Last Testament at a family gathering. And help manage the inheritance process on both the giving and receiving end. INSURANCE REVIEW: We evaluate your overall insurance coverage, including life, disability, long-term care, umbrella, property and auto insurance, and look for opportunities to improve your benefits or lower your premiums. We also order in-force illustrations of your whole life or annuity policies to make sure they are performing as expected. TAX PLANNING: We update you on new tax planning strategies. Put together a tax-reporting package for your CPA. Evaluate investment vehicles for their tax efficiency. Harvest capital losses when appropriate. Toggle distributions between taxable and non-taxable accounts to remain within a lower tax bracket. And make charitable gifts of appreciated securities instead of cash. LIABILITY AND LIQUIDITY MANAGEMENT: We review and analyze your various loans to see if their structure or pricing can be improved. Shop your mortgage among various banks to get the best terms. And secure a line of credit on your securities portfolio and/or your real estate to improve your liquidity position. PHILANTHROPIC GIVING: We explain the various options for setting up a charitable fund. Manage your family foundation. Refer you to local foundations. Help you join the Board of a charity. And contribute our time, expertise or money to your favorite causes. CORPORATE RETIREMENT PLANS: We provide a review and assessment of existing corporate retirement plans, including 401(k) plans, DB plans and Non-Qual plans. We add new features to turbo-charge the tax deferral benefit to the business owner. And we redesign the company matching program to better incentivize employees. We also offer education and enrollment services for participants, 3(21) and 3(38) fiduciary services. OTHER: Notary Services. Referrals to CPAs, attorneys, real estate brokers, bankers and other professionals. Help with job searches, private banking services, foreign exchange transactions, investment newsletter and economic analysis. Financial education for younger children. As fiduciaries, we are committed to serving your best interest and will do everything we can to help you reap the rewards of your hard work. To find out what we can do for you, your family and your business, contact us for a personal consultation. Find them: 2 N. Lake Ave., Ste. 520,Pasadena, CA 91101626.993.9300info@pasadenapw.comhttps://pasadenaprivatewealth.com

July 29, 2021 Eat-Shop-Do‚ Home/Business Services

Goss & Company

An Accountancy Corporation Goss & Company is an accounting firm that was established to provide efficient, expert solutions to businesses and individuals. Their primary services include accounting, taxation, and business consulting. They also offer a host of specialty services to cater to the unique needs of their clients. Their partners and staff accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations and are experts in the accounting issues and tax laws that impact each client. Goss & Company’s partners offer the benefits of years of experience gained from previous positions. The firm is dedicated to serving all of your accounting, tax, and financial services needs. Their continuing mission is to serve you by providing the highest level of expertise and professionalism possible. Their online blog is an incredible resource – recent posts include “Payments for Monthly Child Tax Credits Start July 15th, 2021,” “Understanding the Taxpayer’s Right to be Informed,” and “An Offer in Compromise May Help Some Taxpayers Settle Their Tax Bill.” Find them at: 807 Fremont Avenue, South Pasadena, CA 91030 (626) 441-8020 https://www.gossandcompany.com/ info@gossandcompany.com

Fred Sohl – Supreme Lending

Stanislawski & Company, Inc.

Devin Robinson – Pasadena Private Wealth

Goss & Company

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