I help people from all walks of life, from the average American to the multi-billionaire, eliminate taxes, protect assets from creditors and predators, and ultimately pass on their financial wealth and non-financial wealth to their loved ones efficiently and effectively. I employ our unique, holistic 360° Prosperity Planning™ process and leverage cutting-edge techniques to deliver personalized plans in an integrated, comprehensive way that delivers optimum results.
More specifically, I deliver advanced income tax and business structuring strategies to business owners with significant income, asset protection strategies for people with assets to protect, business succession strategies to transition businesses to the next generation, and estate planning for everyone from all walks of life.