27 years of comprehensive financial planning experience.Specialties: asset protection, portfolio structure with emphasis on reduction. Sub-Speciality- asset-protection-structuring / pre/post divorceThe information on this site is being provided for educational purposes only. In no way is the information on this site to be deemed a solicitation to open an account or conduct securities transactions. The information herein is accurate and complete to the best of our knowledge. Information provided by third parties, while filtered for overt inaccuracies and misstatements, is the responsibility of the third party. The information on this site should not be your sole resource with respect to making an investment determination. Always discuss your personal investment objectives, risk tolerance, liquidity needs, financial situation, etc. with an investment professional prior to investing in any particular security or investment strategy. Past performance is not indicative of future results. All investing carries an inherent risk of the loss of principal. Investment Advisory Services offered through Trustmont Advisory Group. (TAG)(TAG) is a Sec Registered Investment Advisory Firm.Securities offered through Trustmont Financial Group, INC. (TFG)www.trustmontgroup.com Member FINRA & SIPC. 200 Brush Run Rd Greensburg, PA 15601724-468-5665. TAG & TFG are not affiliated with Comprehensive Planning Partners LLC.