For the past 40 years, I have helped individuals, retirees, families, and business owners achieve the most out of life. My passion is discovering ways to make my clients' lives better by teaching them to live and enjoy what they have worked so long and hard to create.
From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others.
From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others.
Services
As a father, son, husband, and business owner, I understand the many roles we assume in our lives and the numerous tasks and challenges we face throughout our lives. I know because I have faced many challenges, experienced success and many disappointments and heartache. Our life experiences define us.
Are you looking for more than just investment advice? I believe you should be looking for a comprehensive and integrated financial and tax planning process we call "A Business Plan for Life." We INTEGRATE and COORDINATE the five quintiles in every decision to help ensure any decision made in one area does not negatively impact any other areas.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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