My practice is devoted to helping my clients protect their families, themselves, the businesses they have built, and assets they have accumulated. By aiming to build a financial moat around you and your family, we help mitigate risks so you can lead a richer, fuller life.
We understand that you are your greatest asset, and work to mitigate threats and to transfer risks that can derail your plans and your goals for those you love.
Wealth can be lost due to lack of proper estate and income tax planning, or family rivalries, and it is our goal to help our clients keep what they have worked so hard to build. We also work with business owners on buy-sell and business succession planning as well as providing quality, yet cost effective, employee benefits for their companies and employees.
You may contact me at firstname.lastname@example.org. I’m always happy to speak with someone who cares about their most important assets – their family and themselves.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0C57634