I am a Financial Services Professional and I specialize in creating unique strategies to help tax diversify your retirement or investment portfolios.

I teach and educate my clients about how to reduce and manage their tax liabilities under our five-dimensional current tax system (reflected in the 2017 Tax Cuts & Jobs Act), through the use of insurance and financial products.

I show my clients how to maximize and leverage three opportunities to manage taxes on assets they are setting aside for their legacy goals, while showing them how to minimize taxes.

Features

• Certified Professional
• Contactless Payments
• In-person Visits
• Online Consultations
• Open 24/7
• Phone Consultations
• Phone Reservations

Pricing

Location