I am dedicated to making a difference in people’s lives, improving their relationship with money, and redesigning their financial futures. In my practice, I pride myself on building strong and long lasting relationships with each of my clients so that I can best understand their individual financial circumstances, aspirations, and what matters most to them.
I am member of a team of financial professionals that has specialized in working with CPAs and tax experts for almost three decades. We focus on sections of the tax code that are often overlooked to help highly successful clients and/or business owners with tax saving strategies. The majority of our tax strategies and wealth concepts revolve around business owners. They work hard to compete and deliver their products and services to the marketplace, yet most of the ones we met are not working efficiently. We find that many can retain more of their earnings through better and more comprehensive strategies. We will work alongside their advisers. Here are some areas where we have found opportunities to help:
• Custom tailored retirement plans, often times combining defined contribution with defined benefit plans
• Tax saving benefits programs for employees
• Tax efficient exit strategies for business owners
• Risk mitigation for mid-sized businesses
• Creative and time tested estate planning strategies
If you are a tax professional, financial adviser or a business owner, consider connecting, reaching out and having a conversation. We will get to know you then share some relevant concepts that may lower taxes, potentially reduce risks, and preserve your hard earned wealth. We can set you apart from your competition.
Associates of WealthBridge Financial Group do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.