48 South Service Road, Suite 400
Melville, New York 11747
“The problem in America isn’t so much what people don’t know; the problem is what people think they know that just ain’t so.”
Will Rogers
A few years into my career and going through the Great Recession of 2008-09, I began to think that there must be a better way than the traditional financial planning I had learned. It seemed the “rich” where less hurt by the financial crisis and that many were able to take advantage of it. So after much research, and a little soul searching, I incorporated a new brand of planning. This planning created innovative private banking solutions, independent of government control or the stock market. I understand my planning is not for everyone, but I feel obligated to have a conversation with as many as possible.
As one of the only Authorized Practioners that is a practicing attorney, I do not only set up IBC polices but also the legal structures that best support your banking system.
Located in: New York
Also licensed to practice in:
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