THE IFW RETIREMENT ROADMAP EXPERIENCE
I Can’t Wait To Guide You Through Your IFW Retirement Roadmap Experience!
I am an financial consultant with over 30 years of experience and I specialize in releasing assets (liquid, hard, and intangible) from, for example, restrictive partnerships, business agreements, divorce settlements and lawsuits, to ensure that they are taking advantage of the tax savings provided by a host of investment vehicles. Most companies have an accountant, but accountants do not always have the tax expertise to utilize insurance and securities of a financial consultant. That is why adding me to your financial team is an investment in mitigating risk in your future.
My clients are entrepreneurs, business owners, executives, and professionals in a variety of businesses and at different stages in their corporate and personal lives. I help people to feel more comfortable and secure and to have a better relationship with money. I sit with companies and act as their financial consultant to help ensure that they don’t pay more taxes then they need to. My role is to mitigate your financial risk and taxation.
Here are some of the problems:
1. Bank assignment of life insurance.
2. Family business disputes over management of financial assets.
3. Partnership disputes and shareholder buy-outs.
4. Asset access during and post-divorce.
5. Asset access for inheritance funds.
6. Alternative risk transfer for potential significant tax savings for companies.
7. Generational Wealth Transfer.
I tackle these problems with a keen sense of human nature, compassion, and discipline, which makes me the ideal candidate to work with you to craft your financial future.