This is important because poor financial
choices can often be difficult, expensive, or impossible to reverse.
With this unique technology I can help reduce
the risk of making costly mistakes, and at the same time help identify better strategies for meeting lifetime goals.
I hold a registered copyright on this technology.
I call it GOLDPLAN®.
I assist clients in setting
objectives and making rational financial decisions regardless of
where they are in life. These decisions might involve debt
management, planning for retirement, contemplating a reverse
mortgage, buying life or disability
insurance, funding for college, providing long-term care for
family members, or making plans to pass on estate assets to
children and others.
a very real way, I look at an estate the way an
ecologist might look at an ecosystem: Every element of an estate, just like every element of an ecosystem, has a direct
or indirect impact on the integrity and health of the system as
By looking at this complexity in its overall context—here, using a model that
incorporates the assumptions of one's own thinking, in
addition to important legislative and economic realities of
the marketplace—I can often help clients avoid unfortunate surprises and
While I can't predict the future, I can often provide essential insight — insight that, to the
best of my knowledge, is not available at comparable
cost or speed anywhere else. And, if you are a citizen of
the United States, the work I do can be done privately and
securely no matter where in the country you reside.
GOLDPLAN®, I can build an
integrated working model of almost
any estate in America, regardless of size.
We are facing a period of unprecedented
uncertainly in various
aspects of life, including:
global climate change.
economic stagnation and/or
government corruption and mismanagement.
lack of wisdom, leadership, and credible information coming from
our most critical institutions.
reality means that the future is not going to look like the past.
now take inspired insight and imagination
choose realistic goals,
identify opportunities, and navigate troubled waters ahead.
I might be of some assistance.
think any aspect of my work might be of value to you or your
family, please call for more information.