Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

Bio: Primary focus is Charitable Planning. Charitable Impact Planning. Helping those who want to impact their future world.

Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.