My team and I create peace of mind for our clients by helping create bulletproof financial plans for them. We are comprehensive in our planning approach. We work to help grow and optimize our client's net worth before and through retirement. My team and I also focus on the distribution of wealth in retirement and the taxes that come with it. We make sure your assets are appropriately allocated and located to reduce the complexity and frustration of income strategies in retirement. My team and I focus on helping sophisticated, busy, and successful people:✔ Accumulate wealth efficiently and effectively ✔ Protect the things and people they care about most✔ Manage the impact of taxes over timeMy team and I specialize in the areas of estate, business, retirement, and family insurance planning, working specifically with:✔ Entrepreneurs✔ Sales executives✔ Big tech companies✔ C suite level executives✔ Law Partners✔ Healthcare Professionals✔ CPA’s at Big Four FirmsIf you’d like to make the introduction or have questions for our team, we would love to be a resource any way we can! Feel free to reach out at:202-403-2587 hoss.tabrizi@nm.comhosstabrizi.nm.com
Listed skills include Public Speaking, Leadership, Coaching, Customer Service, and 13 others.
