Integrated Risk Management & Tax Mitigation Advisory
The Trusted Plan focuses exclusively on advaned insurance planning that is customized to meet the individual needs of the client. Professionals and small business owners may require access to specialized expertise in areas such as tax, law, accounting, or investment services at certain times. Therefore, I have built trusted alliances with leading designated professionals to ensure my clients receive impartial & independent advice that is catered specifically to them.
If a client's existing team of professionals can meet these specialized needs, I can work directly with them to provide a highly individualized plan.