Consultant/Advisor/Partner to Edward Jones Financial Advisors I believe that the highest role of a Financial Advisor is to help clients live graceful lives. Managing Standard Deviation, Tax Efficiency and Education/Retirement Planning is a start, but there is so much more. I help Financial Advisors hit higher marks and become truly holistic with creative, out of the box thinking and strategies way beyond the realm of the do it yourself-er. 30 years of experience - 11 years as a financial advisor and 19 years as a consultant to advisors and their clients. My goal is to profoundly transform financial advisor/client relationships - acting as a bridge between the world of traditional and alternative investments and risk and tax abatement/financial planning/multigenerational estate planning, and greater and more efficient charitable giving. Specialties: - Wealth Structuring for High Net Worth Families- Tax free retirement planning via Life Insurance- Roth IRA conversion strategies - Inherited IRA/Secure Act strategies- Philanthropic Vision strategies (Charitable Trusts, Family Foundations)- Business Continuation/Buy-Sell strategies- Tax Free Leverage for LTC via Life Insurance- Pension protection strategies- Leveraging irrevocable trusts/dynasty trusts/intentionally defective grantor trusts- 1035 Exchanges