I love educating my valued clients as to how they can retire with confidence. I am very excited about the work I do; educating people about the Wealth Management World and advising them on the unique strategies that could potentially benefit them. I do this because I believe that people need more information regarding their financial well being, and that with that information they can make smart decisions about making the most of their hard-earned money.
These strategies are unique in that they are based on each individual client’s goals and objectives, as opposed to chasing rates of returns. These strategies also encompass ways to take full advantage of the IRS tax code and Investment strategies that have been around for decades. I believe that people should pay taxes on their money one time as well as managing their income, tax rate and distribution of their assets during retirement years with the goal of increasing their income. CA Insurance Lic #0E13231