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.
Have property taxes we can help you manage? Let us explain our procedure and get you on the right track.
Your children, grandchildren, or close relatives are expecting students soon? We can help you find all the tax breaks, grants, and financial support available to the highest financial administrations. Their are many ways to cut the expenses from any university, let us show you!
Take the financial stress out of retirement when you get a head start. Our specialists evaluate your personal financial situation and tackle any problem areas to give you the highest return without the extra taxes.
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.
Life Insurance & Long Term Care Planning
Coming up with the money to pay for a nursing home, an assisted living facility or other such care isn't 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 Seminars
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. Sign up for our emails to receive information on the next seminar.