"I help people create and
maintain financial independence."
Bob has 20 years of experience in the insurance and financial
service industry. For the past 15 years, Bob has developed a unique
expertise in qualified retirement plans helping accountants and clients
design, implement and administer their plans.
This expertise has led him in a search for a more comprehensive
macroeconomic approach to financial planning. Adopting the Personal
Financial Engineeringä system adds a unique,
verifiable plan creating more wealth and protection for his
clients. |
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"The same level of thinking that
got you to this point in your life can't possibly be the same level of
thinking to get you to the next point in your life." -
Einstein |