One of the most valuable resources I possess after 30+ years in asset-based wealth planning is the significant relationships I have cultivated with trusted, leading experts in this industry.
Since 1992 I have built an alliance with some of the country's most distinguished professionals in Life Insurance, Long-Term Care, Annuities, Estate Planning, and Advanced Planning Attorneys. It is my continual privilege to service hundreds of clients, advisors, and agencies to improve and protect the wealth of thousands of families.
I have produced extensive financial protection strategy seminars and national panel discussions and developed asset-based training materials for financial advisors. Today, these concepts are utilized by advisors, agents, CPAs, attorneys, and wholesalers in every major bank, wire-house, broker-dealer, and independent brokers nationwide.
Tax implications, protecting retirement income, and affordability are paramount to consumer concerns. The ability to "age in place" with dignity while still protecting a financial portfolio is a universal ambition that I have heard repeatedly in 30 years in the field. Solid financial planning must include tax-advantaged self-funding strategies. I am honored to be recognized as an asset-based tax advantage strategy leader. I have experience as a top-performing wholesaler, Northeast Divisional Manager, and VP of Brokerage National Sales while working with the nation's leading financial companies.
I formed Tax Advantaged Protection Group to combine my significant planning expertise and the vast resource of the relationships I have assembled to represent only the AM Best Rated financial institutions and products in the marketplace. Finding a "one size fits all" product or company is not a wise choice. So, I have aligned myself with all the various leaders in the industry to find the right fit for you.
Let's talk so I can learn your target goals and financial needs.
If I cannot help you directly, I may know the right person who can.
In my personal life, I strive for a work/life balance calling Northern Virginia home with my wife and best friend of 33 years, Megan. We are grateful for this chapter in life as our two adult kids navigate college, first jobs, and beyond. In my free time, I enjoy hiking, kayaking, and exploring new places as an enthusiastic traveler and passionate sports fan.
I look forward to learning about you.
Are you an individual striving to maximize tax-advantaged protection for yourself, your family and you are seeking an objective consultation?
Perhaps, you are a Financial Advisor, Agent, Attorney, CPA, or RIA striving for expertise in tax-advantaged protection plans to assist your own clients? We have turnkey carrier contracts for implementation and consulting.
We have 30 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.