Tax Planning-Consulting-Required Minimum Distributions-Inherited Stretch-IRA Strategies-Portfolio Engineering
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Welcome to

I want to increase your after tax returns while providing a diversified portfolio and asset protection.
This can be achieved by developing a customized tailored plan that meets your needs.
This starts with a needs analysis where we review your financial goals, remember you cannot get there if you don't have a roadmap! Please take the time to explore this site and see what I can offer you.

There is no substitute for professional advice!

Specializing in Estate Preservation and Executive Benefits.

Now offering state of the art Worldwide insurance coverage for your family!!

Most domestic carriers do not provide this coverage!

Free Quotes

Trekker Multiple Trip:
Navigator Student/Faculty Insurance:

This site offers the following

Incorporation services we can incorporate you S,C, or LLC Partnership, corporation or even non-profit for a flat fee of $150.00 Email for Details

Resources to the public in order to assist in the selection of an investment strategy
Solid financial advice yielding positive results regardless of market conditions
Download our Brochure for More Information.

Robert works with his brother Monty who is a Microsoft Certified Engineer with creative control in development of several websites including this one.

Please do not hesitate to Email me 24/7
"Nothing will ever be attempted if all possible objections must be first overcome"
Samuel Johnson (1709-1784)
English critic & poet

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