Financial Strategies
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There are a lot of good real estate agents in Arizona. Over 70,000 to be exact. That's a lot of people to choose from! However, few have over 45 years of experience I have in overall financial decision making with clients. My EXPERIENCE is a huge benefit to you as my client. And when it comes comes to investment property, buying investment property inside your current 401(k) or IRA plan, or listing an estate home or property.

For those seeking advanced topics such as how to buy real estate with your IRA, when is right time to take the gain on your main home, or to discover how much you can save on your income taxes with investment properties, these advanced real estate subjects are common areas covered in private consulting sessions available with M.D. Anderson. Let me prepare the proper estate planning legal documents you need as your Arizona certified legal document preparer (AZCLDP).

My "Legacy Trust Portfolio" can help all Arizona residents avoid delays and those public records published after death.
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