I am a retirement distribution consultant. The fact is, the vast majority of individuals that have retirement accounts have created what amounts to an IOU to the IRS. By simply taking simple administrative steps, you can turn what is a tax infested asset, whether it is your IRA, 401k, 403b, or another government sponsored retirement plan, into a legacy of wealth and income to you and your family for generations to come. Let me show you how to remove your silent partner, Uncle Sam, from your legacy. Your retirement plan may be your largest asset in life, and you deserve to preserve, protect and defend it from the heavy, immediate and in many cases, UNNECESSARY taxation that will befall it under the government default plan you may currently be trapped in.

Specializes in the growth and protection of financial assets, tax-free retirement and distribution planning.

Dedicated to coaching CPAs, EAs and tax professionals on how to effectively and efficiently implement wealth management services and solutions into their tax practice, helping them save their client’s retirement nest egg from heavy, immediate and unnecessary taxation.

Identifies accounting and financial industry leaders and continually develops their growth and success by helping them add value to their practice and their clients’ financial futures through the education and practice of proper retirement planning, 401k or IRA rollovers, college funding, estate planning, wealth building, insurance, leaving a legacy and Social Security.