Bio: Using an extensive network of tax advisors, I work w CPAs to implement strategies to minimize taxes and create Untaxable Wealth for their clients.
Bio: I have helped my clients significantly reduce the eroding effect of taxes on their ability to create the wealth they need to reach their life goals.
Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.
Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.