My clients privacy and safety are my #1 concern and I will do everything possible to ensure it. Let me be your GPS. I can navigate the entire process for you and keep you on track.
No dead ends!! Winning the lottery is similar to that “rich uncle” dying and leaving you his fortune. It can be life changing. It can also be a curse. Setting up a road map and following it is extremely important.
Let me help you with decision making like Lump Sum vs Annuity, Entity (Trust vs LLC or Lottery Club etc.), Authorized Representative and Financial Institution connections for proper financial management. State offices know and respect my documents.
I am experienced in reviewing state lottery acts (statutes), along with multi-state lottery agreements and helping navigate the process for your best outcome. I evaluate and review my client’s needs and take a “results oriented” approach with a vision of what they want in their upcoming future. I am Board Certified in Wills, Trusts and Estates Law and a Certified Public Accountant (CPA).
As a Sudden Wealth Advisor, I can also help with: