We are dedicated to the continuing education of financial planners who want to expand
and update their knowledge of the financial planning process.
The Institute will enable you to upgrade or acquire new financial planning skills.
These skills will allow you to diversify your practice and may insulate you from
a one-dimensional practice. This could increase your satisfaction in financial planning.
NEW: Introducing The PLAN (Planning Legally Ahead Now)
Act now to reduce income taxes
Take action now reduce income taxes with my computer program and individualized financial advice. I can help you.
View the details of my state of the art program that combines today technology with my over 40 years of financial experience and expertise.
- Excess Tax Calculated
- Insurance Recommendations
- Investment Recommendations
- Employee Recommendations
- Owner Recommendations
- Individualized Analysis
- Ideal For Incomes of: $400 - $800k