Find your path…
My office is located in King of Prussia, Pennsylvania, serving the greater Philadelphia region. I specialize in finding innovative tax, estate and business planning solutions tailored to meet the specific needs of each client. I work mostly with individuals, families and small businesses. I also help administer estates, providing guidance during a time of significant stress and confusion.
I meet with clients to discuss specific problems, priorities and goals. At an initial meeting, I will gather information, then interweave personal and business issues, tax and other, to find a path forward together. Since each individual has different priorities and goals, each plan is unique.
I feel communication is crucial. I ask a lot of questions and listen to you. I also provide opportunities for you to ask questions and will work to provide non-legalese, straight-forward explanations and advice.
“Let me help you find your path.”
