Advanced planning for affluent business owners, executives, and professionals who, by reason of their success, have significant planning needs. They are confronted by high income taxes, reverse discrimination in benefits, business continuation challenges, and confiscatory estate taxes. For the last several decades, it has been my goal to provide viable solutions to overcome these challenges.



Through proven and time-tested planning strategies, business owners and executives can achieve success in structuring an orderly transfer of their business ownership, maintain a comfortable lifestyle in retirement, minimize income taxes, and conserve their estates. They can leave a meaningful and lasting legacy for their family and for charitable causes that are close to their heart.



Build a strong financial foundation and manage risks that can derail your retirement: escalating healthcare costs, inflation, chronic illness or long term care, taxes, market volatility, sequence of returns risk, and longevity risk (outliving your money).  


Seeing is believing! Attend a monthly seminar, request a consultation, send an email, or make a call. My goal is to transform my clients' financial lives from several perspectives: 1) corporately, through enhancing executive benefits and addressing mission critical corporate planning issues, 2) maximizing key employee productivity by attending to individual executive planning needs,  and 3) for individuals, managing risks that can debilitate their retirement, maximizing their retirement income, and minimizing their income and estate transfer taxes.



24532 Del Prado Ave., Suite B 

Dana Point, CA 92629

3333 Michelson Drive, Suite 820

Irvine, CA 92612

Tel: 949-633-3365

© 2019 by Vision! Executive Insurance & Financial Services