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Designing Strategies To Help Clients Keep Together What They Worked Hard To Put Together

Since 1978 I have maintained a very simple philosophy- financial success doesn’t have to be complicated.  In my financial practice, I will show you how to accumulate, protect and efficiently transfer your wealth.  One way I do this is through a unique process offered only by a select group of agents within New York Life.  This process is the Macro Asset Perspective (MAP)®.

The architect of the MAP® is a CFP who designed it for a physician’s network on the west coast and for high-tech engineers in the Silicon Valley.  It has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.  This process combines time-tested principles of risk management with sensible strategies for long-term tax reduction.  This is not a “one size fits all” strategy, or a way to simply channel your money into one product that will “solve” all your financial problems.  In fact, it is not product oriented at all, and may be an excellent way to review the type of preparation you’ve done so far.

For a brief explanation of the MAP® process, click on the link below.  Make sure your speakers are turned on:

Watch this brief introduction to the Macro Asset Perspective

Please use my website as a resource.  Click on the Contact Us tab at the top of the page for additional information or to schedule a no-obligation meeting.  If you will send me your contact information, I will send you a 28 page booklet that explains MAP® in greater detail.  Thank you for your interest.