About Me
I do this free of charge. Not because I'm wealthy or well off. I want to connect with other professionals and give back to others.
As a strategic partner to some of the nation's leading tax attorneys and wealth preservation experts, I serve as your first point of contact in discovering the powerful tax deferral strategies that the financial elite have used for decades.
My Background
I spent over a decade in business development and client relations roles within the financial services industry. This experience taught me that the most valuable service is knowing the right people.
After seeing a close friend lose over $2 million in unnecessary taxes during a business sale, I recognized that most business owners simply don't know these specialized strategies exist. This realization led me to partner with our team of tax attorneys and wealth management professionals to help bridge this knowledge gap.
My Promise
If you're considering selling a business or property, I promise to facilitate a straightforward evaluation of your options. Free of charge.
Whether you ultimately become a client or not, you'll leave our conversation with valuable insights about wealth preservation strategies that could fundamentally transform your financial future.
How I Help You
My primary focus is ensuring you have a clear understanding of the Deferred Sales Trust strategy before you meet with our legal team. I Make sure your goals align with our services. Connect you directly to our team of professionals. (Takes 5 minutes) Serve as your ongoing resource throughout the implementation process
My Role
I'm the connection to expertise that most business owners never find. My role is to understand your situation, gather the essential information, and facilitate your introduction to our specialized team of former IRS attorneys and wealth management professionals.
Having witnessed countless successful entrepreneurs surrender millions in unnecessary taxes when selling their businesses and properties, I've dedicated my career to bridging the gap between business owners and the specialized tax expertise they desperately need but rarely find through conventional channels.