Special Advisor

How I Can Help You

Following is a list of
my most sought after strategies:

 

For the Business Owner:


Business Entity Strategies

Investment/Investing Strategies

No Cost Employee Benefit Plans

Owner Only Retirement Plans

Protecting Your Business & Its Assets

Reducing Your Business Taxes




 

For The Person:


Asset Preservation

Estate Preservation

Investment/Investing Options

Personal Money Management

Reducing Your Income Tax

Retirement Planning