I have been blessed to have the opportunity to help people retire with dignity as a Financial Advisor and had the privileged of working with and assisting retirees and people who aspire to retire since 1983. My experience in evaluating the benefits Congress provided in the "The Tax Relief Act" and helping folks take the steps that are necessary in order to reduce future taxes right now. This is something most Brokers never discuss. Working with out of the box solutions to retirement and income planning, investment and estate Planning options, wealth preservation and estate enhancement, executive benefits, family legacy and long term care planning options has allowed me to be of service to many families. My own parents experienced the high cost of care during retirement and it ultimately led to my mom ending up in a "financial jail" after spending the little savings they had on my Dad's care. I have empathy for the families I deal with and motivation to find or create the best possible plans so that none of "my families" endures what my parents went through if I can help it.
I was born, raised in Israel, grew up in the Scout movement and served with my friends in a unique branch of the Israeli army. My wife Madeleine and I met in Israel after I completed my service in the Israeli Defense Forces and Madeleine completed her second period volunteering. We married in Bellevue and moved to and lived in Israel for a year prior to making our home in Washington state in 1981. Madeleine and I have two adult children. Family is very important to us. We support finding cure for Cancer, enjoy traveling, movies, dining, reading and spending time with our family. I also enjoy hiking, biking as well as Martial arts and have earned Black Belts in Karate and Hapkido. I find the discipline and mental focus of Martial arts helpful serving my "families".