Wealth Consulting Services for Professionals and Business Owners Safeguard and optimize your hard-earned assets, business and family with enlightened wealth planning solutions. Much like a home inspection, my approach includes taking a comprehensive look at each client’s situation. I dig deep to identify opportunities for improvement, whether immediately evident or not, understand my client’s goals and prepare a customized action plan to spring them forward. Core Solutions Estate Planning Instant Estate Creation “Subsidize” Your Final Tax Bill Intergenerational Wealth Transfers Helping to Equalize an Estate Charitable Giving Strategies Life Insurance As An Asset Class Supplemental Tax-Free Retirement Income Insurance-Based Investments Ensuring Continuity For Business Owners Key Person Insurance Buy – Sell Funding Shared Ownership Health Care Fund Business Overhead Expense Protection