My BusinessClients and their advisors work with me because financial failure is not an acceptable outcome for themselves, their business, or their families. In order to avoid financial failure, we must discover the threats to our financial plans and address them in order of most devastating to least. The most devastating financial threats during our working years results in the complete loss of income--and will lead to failure. I provide the means for my clients to secure their financial future against threats, regardless of how life may unfold.
Ideal ReferralBusiness Owners, Families with Children, Resident and Attending Physicians, Individuals who do not like paying taxes
Top ProductTerm Insurance, Participating Whole Life Insurance, Disability Insurance, Fixed Annuities, Macroeconomic Planning
Top Problem SolvedProviding clients real solutions to securing their financial future. Increasing net retirement income by 20% by re-orchestrating existing assets.
My Ideal Referral PartnerCurrent Clients, CPAs, Chief Residents, Estate Attorney