"If money weren't an issue, what would you do for SOMEONE ELSE?”
Your wealth is not defined by money alone. It is also the difference you make in the lives of those you care about and come in contact with. Many advisors spend time describing their performance and rates of return. Yet, there are more people with money as an Obstacle than an ASSET. I can change that!
If Taxes, Interest Rates, Inflation and the Market go up OR down, or if you live too long, die too soon, become disabled and can't work, I make sure that you have a "PLAN" that potentially Maximizes your Tomorrow's without sacrificing your Today's!.