Preserve the Wealth you Have Spent a Lifetime Creating
Optimizing insurance &
tax deferral strategies
(949) 337-3511
Preserve the Wealth you Have Spent a Lifetime Creating
Optimizing insurance &
tax deferral strategies
(949) 337-3511
Annuities
Long Term Care
Long Term Care
It you own an annuity yo need to understand what you own, why you own it and if it fits your financial goals.
If you do not have a clear understanding contact us and we'll help you determine if it meets your goals and if it does not present you with alternatives to help you best reach those goals.
Long Term Care
Long Term Care
Long Term Care
What is your plan in the event you need long term care in the future?
Have you thought about what those costs might be and how you will pay for it? How will you receive care and who will provide it? Who will supervise that care and have you discussed this with your loved ones?
Contact us to help you navigate these questions and determine what kind of LTC solution is right for your circumstances
Life Insurance
Tax Saving Strategies
Tax Saving Strategies
How do you think about life insurance?
It is a necessary evil ? or
A versatile financial vehicle that provides peace of mind, financial security & independence for your family?
Either way, you want to ensure it is as closely aligned with your goals as possible. Call us to review you planning to make sure it is best suited to your needs.
Tax Saving Strategies
Tax Saving Strategies
Tax Saving Strategies
Do you ever wonder if there are astute ways to reduce the tax bite on appreciated assets?
You have come to the right place.
You don’t have to pay the upfront tax rate when you sell appreciated stock, real estate, a business or crypto currencies. To learn more about strategies you can implement to reduce taxes and create significantly more generational wealth for your family contact us today.
Why I do what I do
I’ve seen firsthand how the right insurance coverage and proper tax planning provide financial & emotional peace of mind. Early in my career, I family purchased life insurance based on our discussion of their needs and desires. At time of application the husband unilaterally decided he was only going to buy half what they decided they needed. The look from his wife when she heard this convinced him, in no uncertain terms, he was going to buy what they had agreed upon. The peace of mind she was looking for far outweighed any other considerations, especially cost. Since then, my guidance has been based on the premise that peace of mind is priceless.
That moment changed how I approach my work. I help people understand how cash, in times of crisis, is unrivalled as an asset. It provides precious emotional and financial security.
Several years later I had a similar revelation related to the insidious cost of taxes. A client was stunned to learn her children were not going to fully benefit from the hard work she had done in creating her estate. We were able to show her how she was able to have the tax rules work for her not against her.
My goal is simple: ensure families are financially secure and never left wondering if they missed out on opportunities to preserve their wealth.