First Choice Consulting
About
First Choice Consulting has the most financial impact for those planning to retire in 5 years and those in their first 5 years of retirement.
We advise individuals, families, Federal employees and Business Owners who generally have a minimum of $350,000 of investable assets.
In retirement, you need to pay yourself and we can show you how. When to take Social Security and even will make Medicare simple is easy with advising you.
I work with a national team of tax efficiency experts. Our team advises CPA's on how to drastically reduce taxes for Business Owners and Individuals who are paying over $100K in taxes.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We schedule a meeting to see if my process meets your needs.
What education and/or training do you have that relates to your work?
Working with hundreds and hundreds of clients since 2001 as a Certified Financial Fiduciary without any complaints.