My career spans over thirty eight years specializing in Life Insurance, Disability Insurance, Long Term Care Coverage and Retirement planning for retirees, business owners, television and motion picture personalities, and health care professionals. My expertise includes investments, distribution planning, legacy transfer strategies, financial planning, and insurance programs.
As a national IRA expert, I provide CPA’s, Business Managers, Estate Planning Attorney’s and their clients with my IRA knowledge. I work closely with clients to leverage the sweeping tax laws that Congress passed in 2002, so that they may maximize their retirement income and pass a lifetime legacy onto their families.
My expertise allows people to minimize taxes and maximize the value of their nest eggs. My goal is to take on the tax laws and ensure that investments are secured and able to grow without risk.
21515 Vanowen Street
Canoga Park, CA 91303