PROFILE DETAILS

I have designed a way for pre-retirees to replace 100% of their income and retire within a 5 years

Details of Services Offered:

Wealth Management & Investment Advisory Services - We offer all services to our clients, tax planning & preparation, investments, financial planning, real estate financing & deal evaluation. We specializing in helping clients create multiple streams of income and replace their current paycheck. We also have programs to show clients how to supercharge their retirement accounts by minimizing taxes and portfolio risk.

What makes my services unique?

I am a Certified Public Accountant, 1 of 3,600 out of the 575,000 CPAs in the world who has earned the Personal Financial Specialist credential. These are CPAs only that specialize in wealth management. I a Certified Financial Planner and have a Masters of Tax Consulting. I have managed a $175M portfolio and specialize in retirement income replacement, if you can find someone like me, I would love to meet them. I also utilize state-of-the art technology and "Big 4" level consulting in my practice. I am looking for clients that have the desire to retire and just need the right kind of advisor to help them with financing their business, maximizing their investment return, minimizing their taxes and risk and someone that can help them to focus more on their business and less on the paperwork. I am also a 5 Star Paladin Registry Advisor.

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