Choose charity over taxes and support the causes you care about
Give More, and Pay Less
Charitable giving shouldn’t be complex and time consuming. I can help you give more, and pay less. Take the first step with me to talk about your values and goals, and we’ll match them with the best avenues for your wealth.
Donated to Charities via Planned Gifts and Charitable Giving Life Insurance Policies impacting local and international charities
Invested for clients to reach their retirement goals, pay off their homes, and have a cash buffer for emergency and contingency plans
Invested in post-secondary education so parents can help their children attain their life and career goals
Here’s How To Work With Me
We discuss your unique situation and goals
We create a clear plan for your financial journey
You feel confident, secure, and sleep well at night!
Charitable Giving and Legacy Resources
If you’re considering your legacy, keep these three ideas in mind to help you bust past barriers and create the impact you desire.
There are all kinds of different ways to say it, but if you sum up a collection of quotes about your life and your legacy, they often come down to...
It's no wonder so many people put off thinking about it altogether: they only associate their legacy, their gift planning, and their will with after...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.