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.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want