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Degrees
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JD, LL.M (taxation), undergraduate & law school professor, mother, family money manager.
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My Expert Service
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If your financial advisor doesn't start by saving you taxes, fees, costs, and expenses before he/she starts selling you products, please consider talking with us. Our business is built from our own consumer experience--who is going to tell me what is best for my family? I couldn't find that advice so I built my own business doing just that for others after I did it for myself. Deductible and tax-advantaged insurance and investments are better than non-deductible, non-tax-advantaged insurance and investments. Lower fees and expenses are better. Retire sooner. In one word, what does your family mean to you? If your answer is everything, we would like to talk with you to see if we can help.
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Experience & Qualifications
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Tax attorney, clients nationwide, small businesses, medical/surgical practices, 1099 earners, saving clients many thousands per year, compounding the savings year after year.
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Available Modes Of Communication
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email/chat
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Contact
Pinc
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