I graduated from Sacramento State University and have lived in the Sacramento area for over twenty-one years. I obtained my licenses in California and Texas. I have worked in the Tax industry for over four years and have gained valuable experience that comes in handy in understanding the tax burden people face at retirement. This additional tax knowledge allows us to work with your CPA to formulate the optimum strategy to minimize your heavy, immediate and unnecessary tax burden that you will face at the time of your retirement. Additionally as a trained National Social Security Adviser I can help identify the best scenario of when and how to apply for your social security benefits. A wrong decision in this regard could cost seniors over quarter of a million dollars over their life time. Let us help you plan right and get the most bang for your buck during your golden years.
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