Having an Accounting and Finance background prior to starting my Financial Services Career, I have a unique perspective on how I can assist clients with insurance protection and employee benefit plans. I use the Tax Code legally to mitigate taxes and provide clients with the protection they need in the most tax efficient way possible.
Over 20 years ago, I started my specialty practice assisting clients with medical and other issues qualify for affordable insurance protection. I have been able to help many people afflicted with heart issues, cancer, diabetes, multiple sclerosis, alcohol and drug abuse and other medical problems purchase much needed insurance protection products. Many clients who thought they were impaired risks or could not qualify for coverage were presently surprised when I was able to assist them.
I have also have been working CPA's, Attorneys, Bankers and other professionals assisting their clients with my unique experience and expertise. The stakes are high today as Congress and the States are desperate for revenue and will continue to raise taxes in a big way now and in the future. I have the ways and means to assist clients lower their tax exposure and keep more of their money from falling into government hands. Every check sent to the federal, state or local governments has an awful rate of return, 0%. It is not what you make but what you keep. Let me teach your dollars to have more $ense!