My Firm

• Asset protection strategies
• Business succession strategies
• Executive benefits
• Strategies for maintaing key employees
• Estate conservation issues
• Legacy strategies
• Tax efficient strategies for retirement
• Wealth preservation solutions

• Can I retire early?
• What’s a good approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?
• I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.

We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.