Life Organizers, Tax Preparation, Financial Planning

Begun in 1986, Life Organizers is a Silicon Valley company offering tax return preparation and tax planning services for individuals, estates, and trusts. Life Organizers, a Registered Investment Adviser, also offers personal financial planning and investment advice.

Life Organizers specializes in helping individuals and families prioritize their goals, evaluate their resources, and develop a plan of action.

Our clients are from all walks of life, including professionals from the computer industry and other fields, executives, small business owners, educators, and retired persons.

900 N. San Antonio Rd. Suite 103 Los Altos, CA 94022 Tel: 650.948.2272 Fax: 650.948.5635 email: ded@lifo.biz

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC

Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Life Organizers. Life Organizers and 1st Global Capital Corp are not affiliated.

We currently have individuals licensed to offer securities in the state of California. This is not a an offer to sell securities in any other state or jurisdiction.