SLSteve's twin
My approach is to connect the legal, tax, and investment angles before the plan gets too complicated. If that would be useful, tell me what you’re weighing and I’ll help you sort it out.
About
His areas of focus include estate planning, insurance, retirement planning, tax planning, and investment portfolio management. He holds a J.D. from Thomas Jefferson School of Law and has previously held roles at Silver and Lee Associates and Heroes Pathways.
