If you sits in one or more board of directors in a non-profit or other organization, I need you. I need a helper to refer me to people who needs professional financial advise from team of experts. You might be a teacher, firefighter, policemen,nurses,clergy,volunteers,social workers, and just a philantrophist who can can make a difference in people’s lives.
In your heart, you feel good helping a new business owner, a single mother, a start up enterprenuer, or a professional who needs your expertise. You can help me be part of my center of influence. You are God send for you can help me refer me to others who needs to organize their finances.
I help business owners minimize taxes and expenses. I help professionals minimize taxes, reallocate assets, and ensure that their savings and investments can last forever.
Please email me if you want to be an important helper in my life and business at 408-854-1883 firstname.lastname@example.org