2018 Taxes and Job Act


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The National Debt has doubled in the last 10 years,

and now sits at $21 Trillion Dollars.

The Medicare Trust fund is projected to run out of money in 2026

The Social Security Trust fund is projected to run out of money in 2032.

What are you going to do when tax rates double, or triple?


I am hosting the new documentary, "The Power of Zero - The Tax Train is Coming", in Prescott and Scottsdale for my clients. Since I have to buy out the whole theater to host this important documentary, I am opening it up to the public. I feel confident this movie will change the way you look at your investments, retirement plans, and tax planning going forward.  
I was recently chosen as one of the top wealth advisors in Arizona by Forbes Magazine.  I specialize in helping retirees and widows make smart tax and financial decisions.
I invite you to come see this documentary and discover why you might need a higher level of advice in your life.
Bruce Signature


Forbes Blurb



The 2018 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available at  https://www.forbes.com/sites/rjshook/2018/02/15/forbes-best-in-state-wealth-advisors-methodology/#269b2e0515dd.