6657 Sorensen Parkway
My goal is to help people keep more of what they earn and grow and protect that portion that they keep.
Clients goals are my driving force. I am a good listener. I tell clients what they need to know, not necessarily what they want to hear. I will be the client's coach & quarterback.
You should plan first, then take action. Comprehensive planning is the best approach. Investing is a long term process. My success is based on my clients success. Recommendations should be tailored.
Build long term relationships based on mutual trust and respect. Develop a plan: A roadmap for success. Implement, monitor, modify the plan, as necessary. Clients pay me for my knowledge and expertise, not for product sales. I am primarily compensated by fees not commissions.
Knowledge and integrity. Impeccable credentials. I specialize in IRA/ Roth IRA retirement planning.
My goal is to solve key client challenges and frustrations.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.