Why?

Taxes are the thread that weaves though everyone’s individual financial and wealth management issues faced daily in this ever changing and complex world. In my 36 years as a professional advisor to Individuals and Business Operations I have developed unique multi skill sets of accounting, tax, litigation and wealth advisory services skills that allow me to advise my clients on the overall and comprehensive wealth management issues they face. I cannot imagine making an informed investment, insurance or retirement decision without first understanding the tax impact, especially for those heading into or already retired. Furthermore, I cannot imagine a successful tax planning strategy without first understanding a client’s overall financial strategy.

Would a trusted advisor who understands both taxes and wealth management issues give you an edge in your retirement years?