AAPPT

AAPPT, LLC provides assistance in the accumulation, protection, preservation and transfer of the assets which you require to meet material needs and achieve your financial goals. Years of financial, investment, tax and legal experience help us holistic unique strategies to achieve and maintain financial independence, save you time, assist in leaving your legacy and giving you peace of mind... We provide independent financial advice and consultation in conjunction with other investment practitioners, by helping professionals, business owners and retirees plan their lives and make difficult decisions from a moderate/conservative prospective. My credentials include being a financial advisor, an attorney, CPA, prior certification as a CFP, having an MBA with emphasis in taxation, and being a graduate of the United States Naval Academy with merit... Why? We maintain a sense of self-worth by knowingly providing this service in return for a modestly nice income.

Primary location: Blue Ridge United States