Helping You

Protect and Grow Your Wealth

I discover what you care about most so you can fulfill your family’s dreams regardless of what happens.

I help you take control and empower you to live the life you truly desire.

I explore how you’re uniquely positioned to make an impact on what matters most to you.

I confirm the hopes and dreams you have in life and share alternative approaches to achieve them more efficiently.

I help you recognize the good in what you already have and introduce ways to make it even better.

Smart Retirement: Discover the Strategic Movement Around Retirement Taxation®

This book will help you learn:

How to use tax awareness to increase your net retirement income without adding risk
Ways to reduce the amount of money you give the IRS during your retirement
Why rate of return is a half-truth and how you can enhance your net returns by lowering your effective tax cost
How Warren Buffet continues to grow his wealth through an actuarial concept called float and how you can integrate a similar approach in your personal finances
The banker’s best math trick and how to stop if from costing you a comfortable retirement
The three dates that forever changed the face and future of the American retirement system and how to use this knowledge to better protect your money.