I help people grow their assets with innovative and uncommon strategies, while mitigating their downside risk and protecting their ability to produce income. I do this in a creative way that you are not going to hear from other people in my industry.
People I work with best include Business Owners, and families with a Special Needs individual in their life.
- EXIT PLANNING FOR BUSINESS OWNERS - Helping entrepreneurs and small business owners plan for the most important day of their business, the day that they exit. I work with business owners to help them develop strategies to exit their business when they want, sell to whom they want, for the most money and pay the least taxes.
- SPECIAL NEEDS FINANCIAL PLANNING - Create and provide a more certain future for those with special needs, as well as the rest of the family. With this goal in mind, special needs planning can help address these unique challenges.
If you would like to learn more feel free to message me or email firstname.lastname@example.org