I will meet with and serve anyone, but will
only invest in BRI investments. If clients don’t require investments in
abortion, pornography, etc, we can work together. |
As a Planned Giving Consultant, I combine BRI investments with Planned Giving Strategies. This is just super meaningful and super fun!
I also prepare and e-file 1040 tax returns, including schedules A through F, but do not prepare or file corporate or trust returns. We offer tax return services at no charge to those who invest $100k or more with us.