Specialties
About Me
I employ strategies to reduce the tax liabilities of clients during retirement and plan for efficient distribution of their estate to their heirs.
I employ strategies to reduce the tax liabilities of clients during retirement and plan for efficient distribution of their estate to their heirs.
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Credentials
AFC®
Chartered Designations
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Disclosures
Securities offered through American Global Wealth Management, Inc. Member FINRA, SIPC, MSRB. Investment advisory services offered through Cape Investment Advisory, a registered investment advisor. The information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. As with any investment or strategy, the outcome depends upon many factors, including investment objectives, income, net worth, tax bracket and risk tolerance. Past performance is not indicative of future results. Individuals should consult with their tax accountant and/or legal representative. This e-mail, including attachments,constitutes non-public information intended to be conveyed only to the designated recipient(s). If you are not an intended recipient, please delete this e-mail, including attachments, and notify me. The unauthorized use, dissemination, distribution or reproduction of this e-mail, including attachments, is prohibited and may be unlawful.