"I am passionate for educating the public on different avenues for financial success and structuring strategies for wealth creation and preservation."
Caleb specializes in creating and transferring wealth, protecting individual's retirement plans, providing financial analysis to assist clients in increasing their cash flow, minimizing taxation, estate preservation, proper protection, asset accumulation and alternative strategies. Since 2013, Caleb has helping financial professionals* use creative strategies to help address their clients pressing concerns in the Financial Service Industry. In addition, he assists business owners with maximizing their profits, increasing their tax savings and creating contingency plans for them.
What sets Caleb apart in the industry how he focuses on the different options offered in today's industry, and how they can be properly applied. When looking at plans set up by traditional Financial Planners, we discovered that the deficiencies of these plans may not be clearly communicated to clients and their families. For one thing, many of these plans may lack proper coordination and integration of assets, thus those who own them may find themselves limited in their financial growth. Many of those traditional plans had ignore a variety of wealth eroding forces within our economic society. Caleb's approach is what led to him speaking at over 400 events, educating Financial Professionals* on what kind of strategies are available, depending on a client's focus and future need.