Bio: W2 employee looking to start a family office, reduce taxes as I convert IRA funds. End goal: raise daughter's financial literacy so she can take over.

Bio: I am a chemical engineer and looking to reduce taxes and create more wealth so I can support the organizations that I believe in.

Bio: 29 years of IS Analyst. 11 years as a FedEx contractor. Sold the business and retired. Bored so I did part time work. We both retired June 2025