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Small Business Owners

I serve individual professionals, consultants, trades people, construction, and retail businesses, whether organized as a corporation, partnership or sole proprietor.

Real Estate Investors

Real Estate investors have unique challenges and opportunities. My experience working in this market will ensure you have access to well thought out strategies for your portfolio.

Relaxed Businessman
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Measuring Fabrics
Key in the Lock
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Families, Trusts & Estates

Whether currently in the midst of your career, fully retired or somewhere in between, my financial planning background will help you navigate the everchanging tax laws to help minimize your taxes and maximize your long term wealth.

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Happy Family
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