My Advisory Services
Taxes are likely your largest expense, and I utilize existing tax law to minimize them. Working with a nationwide team of CPAs and tax attorneys I'll review your last two tax returns and if warranted give you concrete, legal, actionable steps to reduce your tax burden.
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I work with accomplished estate and trust attorneys to ensure that your wishes are established, then action is taken and documents are completed – affordably. I will help you feel comfortable, confident, and in control of your wealth.
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My investment portfolios are carefully designed to reduce risk, dynamically allocate assets, and create a path for you to relax in retirement. I closely monitor your funds, rebalancing them as needed. And, you're never more than 90 days from talking with us.
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