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This is not financial, tax, nor legal advice. The information in this guide, and on my social media, is for educational use only. Consult your trusted advisors before making any financial decision.

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I am not a:

The only license I hold is a life insurance license. While the information I share has already been approved by CPAs, Tax Attorneys, and Financial Advisors, that does not mean I am giving you any advice.

The purpose of the information I publish is strictly to educate you on what’s out there and what’s possible.

I may be able to help you implement these programs but even that doesn’t mean I’m giving you advice. Think of me as a consultant who shares different recommendations and models them out for you. Then, you make an educated and informed decision.

Always consult with your tax, legal, or financial advisor before making a decisions on the strategies you’ll find in this guide.

⚠️ For Educational Use Only: Not Financial, Tax, or Legal Advice ⚠️