I have been a trusted Tax Planning Advisor for over 35 years. I am blessed to have achieved financial independence but love what I do and want to share my process incorporating proactive tax planning and asset protection and take a deep dive with a select few clients giving intense focus and attention.

I view this as my primary function: Nurturing wealth of my clients and developing a plan to not run out of money.

I promise to invest your capital as carefully as I do my own, because I know your hopes and dreams for your family are as sacred to you as are mine.

This is extremely hard to accomplish unless a person is willing to trust you. This is a process, not an event. I understand clearly that you are being asked to entrust your family’s financial future to me. I am offering to accept that responsibility.

I currently am only adding a few select clients each year so, I can provide that personal quality time and unique relationship around your needs and goals.

I would love to have you join me!