I help my clients become financially confident, drawing on coordinated set of best-practices: • We diagnose before we prescribe while considering how to deploy each of your hard-earned dollars. • Rather than one-smart-guy, we coordinate the right people, process, and technology to simply and objectively communicate and implement complex ideas. • We value entrepreneurial assets and risks where business and personal balance sheets intersect. In short, your Ashford team helps execute game plans for families, professionals, and closely-held businesses providing services such as:Business Strategies· Pension and 401k plans· Business continuity, BuySell/Exit, & Valuations· Key-person and Group insurances · Executive bonus and employee financial wellness programs Personal & Family Strategies· Cashflow management of income, savings, and expenses.· Asset protection with life, disability income, and long-term care insurance· Tax-advantaged solutions for home, education, retirement, and other life goals.A little background on me. I’m Canadian by birth, Floridian by youth, global traveler by choice, and resident of Atlanta since 1991. I’ve been married longer than my sweet wife will let me admit. We have two adult children living their dreams. For fun, I enjoy competitive league tennis and any activity in warm or on frozen water, particularly when joined by my dogs who share similar passions./COMPLIANCE:2024-3695/
Listed skills include Sales Process, Strategy, Enterprise Software, Sales Management, and 41 others.