Consulting Specialties:

• Retirement Planning (Increase Your Income)
• Tax Reduction
• Roth IRA's (Enjoy tax-free income from your retirement accounts)
• Multi-generational IRA's (Leave 2-10 times the income to your spouse, kids, and grand kids)
• Self-Directed IRA's (Control your investments instead of Wall Street)
• IRA and 401(k) Roll-over Strategies
• Family Estate Planning (passing assets they way YOU WANT!)
• Small Business Consulting, particularly on Marketing
• Real Estate Investment Analysis
• Mortgage/Foreclosure Consulting

Public Speaking and Education:

• Public speaking to all sorts of groups: trade associations; churches; service clubs such as Rotary, Kiwanis, and Lions; real estate groups; CPA's; and housing communities such as RV & mobil home parks and senior communities such as Sun Lakes and Sun Cities, AZ.
• Education Series: normally 3-6 different topics spaced over 1-6 months and geared to the specific needs of the audience