by brandon | May 30, 2020 | Background
Mr. Sarris consults in assisting clients that wish to utilize intelligent leverage in the area of significant tax free lifetime distributions at retirement.
by brandon | May 23, 2020 | Background
His principal area of business expertise includes; estate tax mitigation consulting for high income and high net worth (HNW) clients which also includes a background in pension plans and non-qualified deferred compensation programs.
by brandon | May 7, 2020 | Background
Mr. Sarris has enjoyed a 45 + year career in the financial services industry that dates back to the 1970s.
