Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
I help individuals and business owners create vast amounts of wealth by avoiding unnecessary loss.
Industry
Finance / Banking / Insurance
About
I have had a phenomenal career as a financial coach and I am really excited to be in the financial industry at this time. We are in a period where our country has extraordinary debt and a potential for higher taxes in the future but, this creates amazing opportunities for my clients. By utilizing a 100 year old tax code, I enable my clients to create and access wealth while generating cash flow that can be exempt from Federal Income Taxes by simply exposing thousands of dollars my clients had no idea they were losing and re-direct those losses back into their spendable wealth. This allows my clients to position themselves to take advantage of the what will happen in the future with where ...
Tags
fully insured pension plan
retirement
tax deduction
guaranteed retirement income
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