After the military, I became involved in the financial services industry in 1978 until present. I currently offer estate and retirement planning (including 401(k) evaluations) and asset management (both personal and businesses) for those that could use another perspective or simply want to get a new look at an old problem. Here's something I know for sure, financial, estate and tax planning is not set. It's a process and needs to be reviewed constantly. If you haven't reviewed it in detail lately, more than likely, what you have, needs attention.
