President / Founder / CEO at JD's Tax-Smart Wealth Management - Las Vegas, Nevada, United States
Specializing in tax-smart wealth managementOur mission Is to bring peace of mind to the prosperous with personalized retirement planning the right way, with a balanced vision on protecting your wealth, achieving your goals, and minimizing your taxesSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit avantaxwealthmanagement.com/social_policy for more information