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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Testimonials -IRA Newsletters


Just a note to let you know that your newsletter always brings me new business. I appreciate your well-written newsletters.

I would recommend them to anyone looking for another way to increase their business, without a lot of effort.

Closed a $428,000 case because of the newsletter.

Thank you so much, Denise”

Wayne S, TN


253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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