About

As the Founder of CORE Tax Deeds LLC and President of Coastal Bend OZ Fund, I bring over 30 years of experience in tax deed investing. My focus is on leveraging real estate and financial planning to safeguard and grow our clients' retirement assets. With a Certified Financial Fiduciary designation and extensive expertise in financial advisory, my approach centers around creating robust retirement income strategies and tax-efficient solutions.

Our team is dedicated to helping pre-retirees transition smoothly into their next phase of life. We take pride in guiding over a hundred clients through the intricate process of paycheck replacement and capital preservation. Utilizing cutting-edge tools like self-directed IRAs, ROTH conversions, and Cash Balance Pension Plans, along with opportunity zone investments, we aim to help our clients achieve their financial aspirations.

REG CF offering  low minimum to own real property in Texas