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Integrated Wealth Services

Real estate, tax strategy, wealth planning, and financial systems - all working together under one expert guidance.

Four Pillars of Wealth Integration

Unlike traditional advisors who work in silos, I integrate your real estate, taxes, wealth planning, and financial systems into one cohesive strategy that maximizes your success.

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Real Estate Services

Licensed in Washington & Idaho, I help clients make smart property decisions that align with their bigger financial picture.

  • Buyer & seller representation
  • Investment property analysis
  • 1031 exchange planning
  • Tax-smart transaction timing
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Tax Strategy

Proactive tax planning that legally minimizes your tax burden and maximizes your wealth-building potential.

  • Entity structuring (LLC, S-Corp)
  • Deduction optimization
  • Quarterly tax planning
  • IRS audit representation
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Wealth Planning

Create financial freedom and generational wealth with strategies that connect today's efforts to tomorrow's legacy.

  • Personal wealth roadmap
  • Investment guidance
  • Legacy & protection planning
  • Retirement strategies
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Financial Systems

Rock-solid financial systems that keep your money organized, optimized, and working for you automatically.

  • QuickBooks setup & training
  • Monthly bookkeeping
  • Cash flow management
  • Financial automation
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The Power of Integration

When your real estate, taxes, wealth planning, and financial systems work together instead of against each other, you unlock exponential growth potential that most people never achieve.

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