Guardian Fiduciary Services

Went to a HS yesterday and met a student whose mother passed away this past year. She lived with her mother and brother in state housing. The brother had to start work, get lease in his name and take over from his mother to care for his sister, again she is in HS. She has been accepted into CCU, but the funds were not there. We developed a scholarship for her, with the help of Mickey Beach and a guidance counselor at her school who came up with all associated fees etc. to cover her expenses.

Out of all the funds we give to schools, poor, elderly, church’s that help others, county programs, sports for these kids, scholarships, etc. this young lady deserves a foot up.

Wish we could help others but just maybe if we help one person, later on in her years maybe she will help two others.

Please note no names of school or recipient.

Presented to a handful of senators last week what we do to help people with less than $50 million dollars, whereby large institutional banks won’t take these clients on to help manage their personal affairs.
Special committee was setup to evaluate how best to help others that large institutions won’t take on or can’t provide support to or for.
We may yet get to change the way companies like mine get to help people.
Banking commission now going after several other companies and law firms that they feel are competing with major banks such as Wells Fargo, BOA, and alike.