Finance & InsuranceFINANCIAL ADVISOR/ESTATE PLANNING/INVESTOR SERVICEFINANCIAL/COMMERCIAL/RESIDENTIAL/LENDING
Hours:
By Appointment
Driving Directions:
Jensen Beach, Florida
"A second opinion can see opportunities you may be missing."
Fifty years in banking and investment has given me the opportunity to teach people how to be totally debt-free, including their mortgage, financially independent, and how to leverage the power of tax deferral.
I show businesses how they can bring down their tax base, pay less taxes and put that money towards their retirement.
I teach the three fundamental investment accounts---Ask me about the "Rule of 72 and Dollar Cost Averaging and the Power of the PAC"
Let's schedule a time to meet to plan ahead to get you where you want to be in retirement.
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