Breakthrough
“There is a moment when we know that we are ready for more – a deeper understanding of life, a more profound experience of it… a need to know, a need to evolve, a need to be more.”
- Jennie Lee, Spark Change
My Professional mission and purpose is DESIGNing BESPOKE FINANCIAL SOLUTIONS FOR CLIENTS TO HELP THEM ACHIEVE ALL THEY ASPIRE TO BE
I co-founded Private Risk Capital Development Advisors for this purpose.
Private Risk Capital Development Advisors focuses on private placement of insurance solutions. We are a cohesive team of tax attorneys, risk managers, and actuaries. We develop curated and a patent-pending solutions to free our clients from the limitations permeating the all-to-common tax, wealth and estate planning fields. The result is a protective evolutionary leap enabling clients to better compete, adapt to challenges, and assist their children and grandchildren to find their own way, and some transcendence as they too pass the baton to the next generation.