Twenty years ago, Bob and his wife Rose, moved to Southwest Florida planning to semi retire. He built a full-service retirement income and tax reduction firm with 5 offices throughout Florida. Providing in house tax preparation and advice, Florida licensed attorneys to prepare wills, trusts, and powers of attorney, and the design and implementation of financial plans that foremost provide safety and the highest most tax favored income streams that cannot be outlived.
He has a compassionate ability and passion to listen to and implement his client’s retirement dreams. Bob recently merged his practice with the Trifound Financial family, a firm with 22 offices nationally, that offers the same services that Bob has offered. Bob is Series 65 and Life and Annuity Licensed. He holds a Juris Doctor degree and holds the CLU, ChFC, RFC, and RICP designations. He practiced tax and estate planning law in Cincinnati, Ohio. He has served in the financial services industry for nearly 50 years.
