Last Attended BRG: March 13, 2019
Profile Last Updated: October 21, 2018
Tax diversification, defensive and offensive planning for financial security
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.