Accredited Investors Only

An accredited investor is an individual or entity that meets specific financial criteria and is deemed to have a certain level of financial sophistication and expertise. Accredited investors are eligible to participate in certain investment opportunities that are restricted to investors who meet these criteria.In the United States, the definition of an accredited investor is established by the U.S. Securities and Exchange Commission (SEC) under Regulation D of the Securities Act of 1933.

Income Criteria

The individual has an annual income of at least $200,000 for the past two years (or $300,000 in joint income with their spouse) and has a reasonable expectation of reaching the same income level in the current year.

Net Worth Criteria

The individual has a net worth (excluding their primary residence) that exceeds $1 million, either individually or jointly with their spouse.

Professional Designations

The individual holds certain professional certifications, licenses, or credentials that demonstrate their knowledge and experience in financial matters.

About Us

I provide a range of financial services and advice to help you make the most of your money. I specialize in providing retirement income and comprehensive tax planning tailored to your individual needs.

We Offer Services in These Areas:

Wealth Management Retirement Planning

Customized Portfolios Long-Term Care Quotes Capital Preservation Wealth Transfer Death Settlement Assistance

Fixed and Fixed Index Annuities Social Security Planning Tax Efficient Strategies Attorney/Estate Planning Documents Medicare Solutions CPA Resources Small Business Employee Benefits

Income Stream Planning 401(k) or Other Pension Plan Rollovers Life Insurance Quotes Risk/Cost Analysis on Investments Trust Funding Securities Team Approach

Accredited Investors Only