Lassus Article In The NJ Society of CPA Magazine
Diahann W. Lassus, CPA, CFP™ practitioner, and President of Lassus Wherley & Associates, P.C. authored an article for the Winter edition of the New Jersey Society of CPA Magazine. The article, titled “Financial Planning Across Generations” deals with working with family members of current clients who may have the need for financial planning services. The article covers dealing with multi-generational issues and expanding services in dealing with these family members.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax and family office services. The Lassus Wherley web site is www.lassuswherley.com.