ATTENTION ALL U.S. MILITARY, VETERANS, AND FIRST RESPONDERS
Here is how I can guide you to develop your contingency plan!
I perform Asset Valuations on Real Estate, Mortgage Notes, Businesses and Private Partnership Investments. Our valuations are used to establish reasonable values to be used in acquisitions, negotiations, and deal structures. Also, I provide values for Estate and Income Tax purposes as well as divorce resolutions. Of particular value is my valuations for IRA and 401K assets for the purpose of reducing income tax and administration fees. I do this primarily with Self-directed IRA and other retirement accounts. I also advise on Trust formation including domestic and foreign.
Services
Take the Worry Out of Protecting Assets
Financial Planning
A step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Asset Protection
A proactive legal action that protects your assets from creditors, divorce, lawsuits or judgments. This involves a series legal and lawful techniques that can deter a lawsuit. In addition, it can provide you with settlement negotiation power. Most importantly, it can help prevent the seizure of your assets in the event of a judgment. Examples include establishing asset protection trusts, privacy trusts, LLCs and equity-stripping strategies. Many plans include offshore elements in countries where the laws are more protective than they are locally.
VA Claim Advocate
An advocate is an individual who helps veterans and their families understand long term care benefits available through VA. This can include information on veterans health care, state veterans homes and veterans disability income benefits.
Retirement Planning, Including Military (ETS)
Government employees and members of the military have some unique financial needs, but they also have access to special financial benefits and savings opportunities, including low-cost investments, insurance and legal protections.
Estate Planning
Estate planning is the legal planning that helps you control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. Key documents include beneficiary designation forms, a will, health-care proxy, durable power of attorney, and sometimes, a trust.
Real Estate Advisory
Real Estate Advisory is a specialist service provided by professional service networks to assist clients and provide due diligence on a property. These providers deliver real estate objectives. Specifically they can also assist clients to deliver due diligence, building compliance, asset management to client requirements.
Income Tax Reduction Strategies
The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences
Investment Allocation
In my companies, we have used MPT since 1994.
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American economist Harry Markowitz pioneered this theory in his paper "Portfolio Selection," which was published in the Journal of Finance in 1952.1
He was later awarded a Nobel Prize for his work on modern portfolio theory.
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A key component of the MPT theory is diversification. Most investments are either high risk and high return or low risk and low return. Markowitz argued that investors could achieve their best results by choosing an optimal mix of the two based on an assessment of their individual tolerance to risk.
Senior Concerns
Specialized care for seniors ranges from custodial care in a nursing home or help in an assisted-living facility, to home care and end-of-life hospice care. Financial planning for elder care includes plans to pay for the potential cost of care, as well as the legal documents to help manage care for you or your aging relatives.
Specialties
Real Estate and Business consulting to Private Investors, Banks, law Firms, Mortgage Lenders, Realtors, and Trust Administrators. I identify problems and recommend solutions. I match investors with opportunities, ERISA Law consultants. Probate asset valuations for the court and conservators. Establishing custodial relationships for Self-Directed IRA accounts and other retirement plans Estate Planning Tax advisor.