Over the past 20 years we have based our practice on client “centered” relational planning to help achieve your personal financial goals and needs. With that in mind, I have found that the best way to help my clients is by objectively meeting to share ideas and goals with NO pre-determined plan or agenda. I will put my years of financial planning experience to work for you and will offer suggestions and creative ideas to answer the questions/concerns you have. I often meet with your current planner and/or CPA to help achieve your legacy planning goals focusing on these main issues:
*PROTECTION FROM STOCK MARKET LOSS DUE TO MARKET VOLATITLITY.
*EARN DOUBLE OR TRIPLE INTEREST ON CD’S, WITH NO RISK TO PRINCIPLE BALANCE.
*REDUCE OR ELIMINATE TAXES ON SOCIAL SECURITY & INTEREST INCOME.
*PROTECT ASSETS FROM NURSING HOME COLLECTION IF YOU BECOME ILL.
*TAX FREE DISTRIBUTION OF ASSETS TO FAMILY AND OTHERS.