As an investment advisory firm, our diverse disciplines incorporate investment portfolio management, financial planning, and a number of aggregated financial services. We don’t speculate and gamble with your money by actively trying to pick stocks, nor do we use market timing or track-record investing. We rely on 50+ years of research and Nobel Prize winning methodologies
The goal of our asset protection planning program is to shield assets from claims of creditors without concealment or tax evasion. We help point you in the right direction.
Aggressive Tax Reduction Strategies
Coming up with the money to pay for a nursing home, an assisted living facility or other such care isn't always easy. Many of our new senior clients and their families don't realize that there are tax deductions they can take advantage of that would give them extra money to help with long-term care expenses. Our expert Wealth Reservation Strategist Jack Gelnak and his team of financial preservation specialists know the tax rules and how they apply to your personal situation, which can make a huge difference in affording the long-term care you may require. Book your free 1 hour consultation now so that we can provide information about your eligibility possible tax reductions.
Dementia & Alzheimer’s & Long-Term Care Financial Planning
Retirement financial matters are stressful enough to seniors without the additional stress of long term care and how that will drain families' savings. Our expert wealth protection strategists will formulate a holistic financial plan as unique as our clients that is relevant to their individual situation, so that their assets are protected and the costs of their long term care are minimized.