Call Me When... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.
Comprehensive Business Owner Planning
Transition Planning Certification
Member for 1 Year
Chapter Leadership Role
Why I'm a Member of XPX
I appreciate the high level of professionalism and how easy it has been to meet members even while only meeting via Zoom.