I’m passionate about helping people PROTECT AND PRESERVE THEIR INCOMES from:
- Losing money by debt financing
- Losses in an unpredictable stock market
- Higher future taxes
- The rising cost of college
For more than a decade I’ve watched people let money leave their checkbook unknowingly and unnecessarily. Unknowingly because we did not know of an alternative. Unnecessarily because there are better alternatives.
My journey was to educate myself to become THE expert in little-known ways to alleviate these client concerns which help them sleep better at night.
I work with INDIVIDUALS and BUSINESSES CONCERNED ABOUT:
► LOSING MONEY IN THE STOCK MARKET especially just before retirement, like so many experienced in the 2008/2009 “Great Recession.”
► HIGHER FUTURE TAX RATES (currently at a historical low!), resulting in LESS money for our retirement, which runs out SOONER than planned.
► NOT HAVING ACCESS TO TAX FREE CASH IN OUR RETIREMENT ACCOUNTS.
► ADULTS 59 YEARS OF AGE OR OLDER PAYING MORE IN TAXES THEN PLANNED.
► PAYING FOR COLLEGE WITHOUT SACRIFICING RETIREMENT PLANS OR SAVINGS DOLLARS.
► BUSINESS OWNERS who think they’re paying more than their fair share of taxes. I can help save up to 90% on taxes.
If you’re interested in how others, just like you, have protected and preserved their lifestyle from: paying interest fees, an unpredictable stock market, higher future tax rates, or the rising cost of college, or want me to speak at an event, email me at:
Personal and Professional
- 40 Year Resident of Danville, CA
- Bachelor of Science, Business, University of Arizona
- Certified College Funding Specialist, ACCFS
- Member of National Ethics Association