Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®. The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of
risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement. While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies. For tax, legal or accounting advice, please consult with your tax, legal or accounting professional as I do not provide any such advice. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. My California Insurance license number is OL90691. Registered branch address:
425 Market Street Suite 1600,
San Francisco, CA 94105
Work: (614) 815-8711
