Ancient Greek or Roman city demonstrating success in business

Success in Business and Realty


Gold, for the instant, lost its lustre in his eyes, for there were countless treasures of the heart which it could never purchase,” Charles Dickens, Nicholas Nickleby

The planner founded a tutoring center that became a private high school; a nursing care home; and a construction business in addition to doing tax and financial planning. I have studied businesses in accounting and history classes and prepared returns and accounting statements for hundreds of businesses. I may lend wise business counsel to any aspect of business, but am most likely to ask how the business serves the owner’s life purposes. To that end, reviewing insurance, succession plans and retirement plans are the this planner’s forte. I can help establish IRAs, Roth IRAs, SEPs, SIMPLEs, 401(k)s or defined benefit plans and can calculate not only today’s tax benefits, but likely benefits down the line as part of your comprehensive plan.

Experience-Based Advice

This planner actually made a fortune not in stocks, but in realty. With carpentry experience from age 16 and a smattering of accounting, law and landlord-tenant relations, I managed to beat the market over the past eight years with leveraged realty investments. I will gladly share my success with anyone who wants realty to be part of their plan.
I am just as happy to advise clients to move forward in business and realty as to purchase extra mutual funds. Loyalty and competence are my highest mandates.

Plane soaring through the skies indicating speed and success.

Are you ready for the jet set?