Business Hours
Monday 8:00am - 4:30pm
Tuesday 8:00am - 4:30pm
Wednesday 8:00am - 4:30pm
Thursday 8:00am - 4:30pm
Listed In: Investment Services, Financial Planning
I am a Financial Advisor and Educator who has specialized (and is Federally Licensed) for over 40 years as a Tax Professional. I work with Individuals, Families, and owners of Small - Medium Sized Businesses. I utilize “Tax-Smart” Financial & Tax Planning Strategies to guide and assist clients in… I am a Financial Advisor and Educator who has specialized (and is Federally Licensed) for over 40 years as a Tax Professional. I work with Individuals, Families, and owners of Small - Medium Sized Businesses. I utilize “Tax-Smart” Financial & Tax Planning Strategies to guide and assist clients in pursuing their financial security goals and retiring with dignity and independence. Helping individuals, business owners, & their families pay the lowest legal tax possible and solving the mysteries of the U.S. Tax Code is a priority. Services are offered virtually to many clients, families, and business owners. Currently, clients are served from Coast to Coast, accommodating schedules in multiple time zones and varying work schedules. Read more