I am committed to helping pre-retirees, their families, and their businesses realize financial efficiencies that can decrease taxation, enhance performance, and increase opportunities for wealth accumulation while responsibly limiting tax liability. As a dedicated member of the Council of Financial Educators, a qualified 501C3 organization focused on adult education at local colleges and universities, I believe in the power of education to empower individuals and families in their financial journeys. I founded Modewealth with the vision of providing tailored services that eliminate the barriers preventing families and individuals from achieving their financial goals. Through our comprehensive Modewealth program, we offer a range of solutions, including estate planning, wealth preservation, retirement planning and tax preparation. We also have a host of technologies focused on providing you with real-time optics into you and your family's financial future. We also provide a variety of educational products and resources. Our mission is to guide our clients towards their ideal financial futures with confidence and clarity.