DEVELOPING INNOVATIVE STRATEGIES
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. It is my goal to help them 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 estate. They can leave a meaningful legacy for their family and for a cause that is close to their heart.
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you.
This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company. Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors.
24532 Del Prado Ave., Suite B,
Dana Point, CA 92629