Financial Planning

1. Residence, Vacation Home and Other Real Property Acquisition

2. Like Kind Exchange of Property

3. Retirement Plans – Analysis, Design, Implementation and Maintenance

4. Employment Contracts and Negotiation

5. Insurance Review, Coverage and Policy Consulting, and Claim

     Representation

        A. Automobile

        B. Life Insurance

        C. Medical

        D. Real and Personal Property

        E. Umbrella Policies

6. Luxury Asset Acquisition Consulting, and Planning

7. Taxation – Income, Property, Sales Tax

8. Accounting and Bookkeeping

9. Record Retention and Security

10. Disaster Planning

   Attorney at Law
   Certified Public Accountant

    Real Estate Broker