My 9SimpleSteps are a straightforward system to encourage, equip and educate you. My program has no commissions or selling of products.

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As a CERTIFIED FINANCIAL PLANNER™ professional, I would like to become your partner in planning for your present and future financial security. Having been an ENROLLED AGENT (EA) - now retired - allows me to better prepare tax strategies within your comprehensive financial plan. 

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Let's determine the risk and value of your investment and tax strategies. Simple? Not really. Simple to state, simple to read but more difficult to follow with discipline. Think of these steps as a staircase - an integrated whole.

Let's begin together.