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.
Building a strong financial foundation for retirement and managing risks that can derail your plans: healthcare costs, inflation, chronic illness or long term care, taxes, and longevity risk (outliving your money!).
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24532 Del Prado Ave., Suite B,
Dana Point, CA 92629