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FINANCIAL PLANNING
FOR THE INDIVIDUAL OR COMPANY
Our direct experience in the principal investment assets, securities trader on Wall
Street and realtor in Southwest Florida, plus experience in creating new enterprises in several foreign countries gives
us the hands on experience required to plan and create optimum financial positions for the individual or company. For the
individual this means a well balanced portfolio of assets. For the company this means a cash flow structure that yields maximum
profits.
And our experience spans the globe. We know the rules and regulations of international trade and investment
as well as such arcane matters as the effect of overlapping tax systems.
We can answer such questions as:
"How do overseas invesments fit into my portfolio?"
"Should I manufacture offshore?"
"Where do I take my profit to lower my tax burden?"
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