As an experienced professional in the Financial Services field with 40+ years of experience, I bring powerful yet uncommon strategies to both clients and financial advisors across the United States. My clients benefit from planning that includes all areas of finance and measures the interdependent impact of every financial decision across all financial domains. By understanding both the positive and negative effects of every tactic, clients can be more deliberate about building overall strategies that create greater wealth with less risk, greater cash flows with less tax, and safeguarding against losses that can destroy typical financial plans. I value the individuals that I work with tremendously, and I take great pride in my ability to help them in ways that significantly and positively change their lives and the lives of those they love. Within the Financial Services Industry, I have developed a reputation as a highly sought after professional speaker and educator, addressing both national and international audiences across the country. Since most Financial Planners, Insurance Advisers, CPAs and Attorneys have not previously been exposed to the type of planning and strategies I teach, attending my sessions significantly enhances their ability to help their clients in ways they never knew were possible. It is my passion to change the lives of the people I touch, whether that is by directly working with my own clients, or indirectly with others who will never know me, by enabling their advisors to do a better job for them. Either way, every consumer deserves the opportunity to reach their own financial best, and I want to do all I can to help them get there./COMPLIANCE:2024-3727/