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Email Robert

858-598-4255

Welcome

I want to increase your after tax returns while providing a diversified portfolio and asset protection. This can be acheived by developing a customized tailored plan that meets your needs. please take the time to explore this site and see what I can offer you.

There is no substitute for professional advice!

I have a B.A. in Business Administration with a major in International Business from Florida Atlantic University I have passed the following exams: Series 7, 31, 63, 65, and 24.I have a Life and Health Insurance License including Variable Annuity in Kentucky and a non-resident in Florida, and Ohio I maintain and am current on all CE requirements

Specializing in Estate Preservation and Executive Benefits.

This site offers the following


Resources to the public in order to assist in the selection of an investment strategy
Solid financial advice yielding positive results regardless of market conditions
Download our Brochure for More Information.

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