Creating wealth. Protecting income. Preserving estates. Legacy focused.
*Are you maximizing tax saving strategies to meet all your wealth transfer and charitable legacy wishes?
*Will your retirement savings last?
*Is your income protected from illness or disability?
*Do you have guaranteed income that you can never outlive?
*Is the value of your estate protected?
*With 20+ years of experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries.
I specialize in sophisticated wealth management, including holistic retirement and tax planning, pensions analysis, risk management, and legacy strategies, for private clients, foundations, entertainers, athletes, corporations, executives, social entrepreneurs, professionals, and business owners.
My IG advisor does all my financial planning
IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.
Retirement for today's changing world: Exposing the top 5 myths of retirement planningWATCH NOW