The First Day Of The Rest Of Your Life

Your Partner, Advocate and Catalyst

A Call To Action

We all have dreams – raising healthy children, building a successful career or business, living a comfortable retirement. Yet with the busy lives we lead, we often spend more time planning a backyard barbecue or a family vacation than we do planning our financial future.

Let's face it – no one wakes up and says, “This is the day I’m going to learn everything I need to know to make sure my family’s financial future is secure.” Personal finance isn’t taught in school and money doesn’t come with an instruction manual.

So, congratulations on taking the first step. The mere fact that you’re browsing this website means that you’re serious about your financial future and ready to get a start on achieving success.

My mission is to ensure your family’s financial future is secure and to act as a catalyst, advocate, partner and resource in helping you do the critical things in your financial life that may be undone, unknown or overlooked. Helping you to make responsible decisions is a responsibility I take very seriously.

Studies show that half of what doctors tell us is forgotten within 24 hours and that most prescriptions are not completed. My role is to make sure you make good financial decisions and to see that they’re carried out. This takes the personal touch and an ongoing concern for how you’re doing.


Life Insurance (Many Types)

Long-Term Care Insurance

Disability Income Coverage

Group Health, Dental, Vision, LTD

Retirement Income Planning

Tax-Free Retirement Account (TFRA)


Business Planning

Exit Planning

Succession and Buy-Sell Planning

Executive Compensation Planning

Tax Ideas

Charitable Planning

Research & Develop Tax Credits

Captive Insurance

Cost Segregation

Premium Finance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (818) 377-7770