For successful professionals and business owners, growing and protecting wealth is the priority. Protecting assets, maximizing tax efficiencies and preserving wealth is more than an assumption. The reality is that it takes planning to protect assets and even more effort to ensure that strategies are in place to build wealth from current cash flow, using tax efficiencies to recapture what otherwise might be lost.I work with professionals and business owners to leverage the power of planning to protect assets, plan for income sufficiency and unlock surplus profits that can be used to help build and grow a rock solid personal balance sheet. I apply a process that allows us to evaluate the various elements of tax exposure that can affect net income, create a comprehensive financial plan that protects assets and manages risk, implement the plan and continue to manage and assess the expected return of investments, assets and various elements of the plan.I’m always interested in talking with those who want to learn and have goals to achieve. Please do not hesitate to reach out to me directly.As a recent transplant to the Prescott Arizona area, I am blessed to enjoy the activities this location offers. When I'm not meeting with clients here or in my California offices, you’ll often find me with our two sons (when they are available) and my wife, spending time with friends sailing, kayaking or hiking and exploring in the local forests and mountains. Specialties: Wealth Preservation. Tax Efficient Strategies. Roth IRA Conversion. Estate Planning.Comprehensive Financial Services for Professionals, Business Owners and Individuals/COMPLIANCE:2023-5679/
Listed skills include Charitable Giving Strategies, Buy Sell Agreements, Retirement Income Strategies, College Savings Plans, and 2 others.