Photo by Richard Sakoda FROM THE ATTORNEY’S PEN
by Judith Sterling Last month Michelle Tucker told you briefly about
our financial planning team of professionals. We are
dedicated to providing you with the opportunity to receive
the highest quality legal, tax and financial services. Your
long range plan for financial security is best achieved if
your legal plan, your tax planning and your financial
planning are all in sync and this can be accomplished smoothly when all related services are available in one location, right here at Sterling & Tucker!
 Diane Ho Director of Financial Services Dexter and Diane are well established in Honolulu and we have worked together to answer the needs of mutual
clients for several years. We are confident you will be pleased with their services, and with the services of their Chief
Operating Officer, Jennifer Chun.
WealthCare Financial Services of Hawaii, LLC will continue to
be the name of our registered investment advisory firm, which provides fee
based investment advice and financial planning. All other business, such as
mutual funds, life insurance, REITS, long term care insurance and tax favored
investments, will continue to be offered through Royal Alliance Associates,
Inc.
Last month we devoted a full page of the newsletter to introducing
you to Diane Ho, LUTCF, CLTC, our new Director of Financial Services.
So I will mention her briefly here. She brings with her a wealth of
knowledge and 16 successful years of experience in Hawaii. She consults
with families in Hawaii in financial planning and in selecting life and long
term care insurance. She advises small business owners in Hawaii in
analyzing financial needs and implementing retirement plan solutions.
You may contact her by telephone
at (808) 531-5391 Ext. 305. I have known
Diane for many years and she and I have worked closely with mutual clients and I am, personally, delighted that she decided to join Sterling & Tucker Financial Services, LLC.
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