As the financial architect for business owners and real estate entrepreneurs, I construct and design multi generational, multi disciplined road maps to success using a unique six step planning process.
(818)981-7184 (818)981-1851 Fax
5057 Matilija Ave Sherman Oaks, CA 91423-1237 -
MAP
Imagine that you are going to build your dream home!
You will need to hire an architect, a general contractor and sub contractors.
But when you look at business owners and real estate entrepreneurs, they have many sub contractors currently working for them such as an attorney, CPA, Insurance and investment professional, but rarely do they have a general contractor or even an architect.
As the financial architect for business owners and real estate entrepreneurs, I construct and design multi generational, multi disciplined road maps to success using a unique six step planning process.
We utilize a unique 6 step process when working with our clients; Estate Planning Business transition planning Income tax and asset planning Retirement Planning Tax exempt planning Legacy planning
A closely held business owner or real estate entrepreneur with a net worth of 10mm or more who is between 45-80 years of age and cares about their estate and their family.
