FAQs
- What education and/or training do you have that relates to your work?
Yes, I exceed every year my hours of extra focused training. I contine to teach and keep up to speed in the areas of tax planning, investment planning, retirement planning, income planning, risk reduction strategies, and estate planning. Thanks for the question.
- How did you get started doing this type of work?
Managed a large about of wealth for a major corporation for over a decade. Learn how. Now enjoy doing this for individuals, families, and small businesss owners. Especially pilots and aircraft owners. (Common interest)
- What advice would you give a customer looking to hire a provider in your area of work?
I have ideas that your current professional may not have. It's often worth a second opinion. Especially when it comes to your family and businesses cash flow. Just ask and you shall receive. They may have insights I don't. A team approach can sometimes be the answer you seek. See if we can be the trust advisor you seek.