San Francisco, CAUSA
Hometown: San Francisco
November 14, 2012
financial education and solutions, related To insurance, annuities, long-term care insurance, and tax efficient strategies.
small business owners, new families and pre-retirees.
Qualified business owners who need help planning retirement, protect assets, business transition , how to keep partners.
Share good tax strategies, consultation appointment .
Hi, I am really looking forward to meeting you , as entrepreneurs we need business contacts and support , this is the place to be!
Its evolved to quality vs. quantity. Thanks to those who actually rsvp and attend for our short session. We get it done! Built on relationships as we continue to see each other.