Professional Experience & Goals:23 plus years of financial planning experience with an emphasis on pre-retirement/post-retirement planning for those with a liquid net worth of $500k-1 Billion and up. Over 200 years of combined planning experience with the team at Prime Wealth Advisors, LLC.Specialties:Wealth protection, growth distributed through my clients's lifetime and throughout their prosperity and/or charities. My team of attorneys, cpa's and financial planners are experts in their respective fields. Together we custom tailor wealth/retirement plans to avoid rich's to rags events. We fully engage in the most up to date strategies for investment planning, income/distribution, precision tax and accounting solutions, comprehensive estate planning from basic services to high advanced play techniques, risk management assessments and implementation help with closely held business transition, owner and partner retirement planning.Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment advisor. The representative associated with this site may only discuss/transact business in the following states: AZ, CA, CO, CT, FL, GA, IL, MI, MN, OH, OR, UT, WA, WI, IN.