I am uniquely trained at helping you eliminate unnecessary losses in these 5 major areas where wealth transfers often occur:

1. How you pay for your house

2. Funding your qualified plan

3. Taxes

4. Education expenses

5. Major capital purchases

The average American family saves only 4 cents of every dollar earned and spends the other 96 cents.

• Most financial advisors focus on providing investment strategies for only those 4 cents.

• I take a very different approach where I analyze the entire dollar and specialize in finding areas of your spending that are creating wealth transfers.

Let’s assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns.

• What if I can help you find just 2% of your annual income in hidden wealth transfers? That amounts to an extra $2,000 you could save each year.

• Imagine having an extra $2,000 earning that same 5% without taking any additional risks!

As you can see, I believe there is more money to be had by avoiding the losses than in trying to pick the winners.

I look forward to working with you to identify potential areas of loss, so you can redirect those funds in a more efficient way.