I have 35 years of experience providing business advisory and tax services for individuals and small businesses with an emphasis on dental and medical practices and small family farms. This includes complex tax preparation and planning, trust and estate planning, retirement planning, transitions, and financial planning. I prepare and present financial planning presentations using Monte Carlo Analysis to help business owners determine their optimal retirement funding, retirement dates, retirement distributions amounts and Social Security strategies. I provide strategic investment portfolio management in coordination with developing a long-term financial plan based upon my client's goals.