Investment Management
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My investment recommendations are based on my own independent research. Your after-tax return matters most, and that’s why I favor investments that help you keep more while the government keeps less. I advise on risk management and can show you ways to help defer and reduce income, capital gains and estate taxes.
Being independent means I can focus on your needs. I’m not interested in promoting a certain product and I’m not limited to one company’s products. I’m interested in promoting your goals – the products are just the means to get there. As we identify your specific needs, we narrow the products and services to those that help you. |
Other Services
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