Specialinzing in helping individuals/businesses optimize their assets and minimize their taxes. The majority of Americans do not account for the 25%-35% they will owe Uncle Sam. I help 95% of people learn what the 5% are doing to create tax free retirement.
I review retirement accounts to ensure clients are on track to have enough money, Did you know that one of the biggest fears amongst seniors is the rising costs of Long Term Care and running out of money in retirement. My goal is to ensure that doesn't happen.
3100 Airway Ave. Suite 131, Costa Mesa