I provide education on protection planning and raising awareness of the importance of estate planning for you and your
family’s future needs. I get to share with you, from my own experience, how these strategies can position you to live
your best life.
Teaching about the value of “diversification” of money buckets that are a mix of tax deferred, tax exempt, and taxable
events for now, and in retirement. Sharing how the IRS tax code can be utilized for your benefit. Enlightening on some
of the best kept secrets that until recently, only the truly wealthy have used for over a 100 years.
Empowering you to meet and exceed your goals.