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Federal Reserve is in No Hurry to Act on Rates Amid Trade Uncertainty
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A premier planning firm specializing in wealth accumulation, distribution, tax efficiencies, and risk management.
I am focused on creating an open and honest environment that inspires and supports family-focused people to think bigger, grow exponentially, and serve others deeper. I work with high-performing self-employed business owners, medical professionals, tech and medical sales executives, and career-driven professionals in sports & entertainment in pre-retirement years to establish a roadmap and action plan for accomplishing their goals. I specialize in tax-efficient strategies, wealth accumulation and distribution, and risk management.
Financial Planning
Business Planning & Succession
Tax-Efficient Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4