Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.
Bio: A semi retired consultant w/20+ years experience. All in with Redwood Tax Specialists helping clients with Estate Planning Services and so much more.
Bio: I help clients, financial advisors, insurance agents with Estate Plans/Wills & Trusts, Beneficiary Liquidity Plans and help them fund their Trusts.