FOR OVER 30 YEARS, I'VE BEEN PASSIONATE ABOUT HELPING PEOPLE LIVE THE QUALITY OF LIFE THEY DREAM ABOUT.Everyone has different dreams and I view it as helping put the pieces of the puzzle together with them. I work with individuals, couples and closely held business owners to explore the options to having a happy retirement. Using modern tools to help establish the relationship between one's personal goals and values to money, we enable people to live happier, healthier, stress-free, and fulfilling lives.My practice is based on tax planning and implementation of solutions to help my clients pay less in taxes and realize peace of mind regarding their financial lives. I work with investment and insurance solutions to implement my tax planning strategies as needed.