Intentional torts give rise to damages and lawsuits; our focus is to protect your assets from traditional negligence lawsuits.

Are you more likely to give money to the IRS this year, or get in a car crash, or have someone slip and fall on your property?

The concept that the stock market is a creditor that needs to be protected against is the most counter-intuitive for asset protection planning.

There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.

Client Solutions

The goal is to offer client first solutions. Rather than look at products or programs for our clients, we take the time to get to know your situation and your future goals.

Professional Team

Once we sort out what you may need to forward your financial life, we will bring in whatever team or advisor is necessary to assist in analysis & implementation.

Diverse Approach

Our approach is to be agnostic in our planning and client first solutions. All too often financial planners use cookie cutter strategies. We use solutions that fit our clients needs.

Technology

Where is may serve to gain insight, we use financial technology to assist in analysis and decision making. We go beyond spreadsheets to get you the best results.

“Jeff deeply cares about his clients”

“Jeff has been my family’s financial planner and go to “insurance guy” for the past 25 years (since 1991) and I retired this week knowing I have the right plan in place for my family. I have introduced Jeff to many of my close friends and coworkers, as I know he deeply cares about his clients. Jeff’s insurance recommendations made a difference for us and especially for the family of a CHP officer who I introduced him to before the officer’s untimely death. I highly recommend Jeff to anyone who is planning for retirement or needs to protect their income or assets!”

Tony T.

Private Investigator

“Jeff has always taken time to understand our goals and concerns”

“I have been working with Jeff since 1994, from single life to married life, to a larger combined family. He has always taken time to understand our goals and concerns and helped us manage and grow our wealth over the past 22 years. Jeff is also an expert when it comes to insurance planning and I sleep well at night knowing my family is protected in case of an unforeseen disaster.”

Dan P.

Executive at Sappi NA

“Jeff’s a knowledgeable insurance professional”

“Jeff was awesome to deal with. He patiently spent hours and hours finding out what life insurance best suited my needs. The most knowledgeable insurance pro that I know!!!”

Hershel F.

Business Owner

“Jeff continually researches until he finds the best options”

“Jeff, I am deeply grateful to you (and your staff) for the phenomenal amount of time, effort, thought, and research that you put into choosing the right plan for me and my family and for preparing all of these documents! I love that you never rely on past knowledge and continually research and research until you find the best options for right now. You are truly incredible, it has been a privilege to work with you, and I look forward to continuing to work with you for many many years to come, G-d willing. Very Grateful”

Rabbi M.

“Jeff is very versatile”

“My husband and I have been working with Jeff for several years now in guiding us in our financial investments and decisions. He has been assisting us with Strategic Financial Planning, Insurance and Estate Planning. He is very versatile in these areas, always offering various options depending on need, interest and factors that could influence or affect the benefits sought. We recommend Jeff to anyone looking for an experienced advisor in financial and insurance planning.”

Luiza M.

Attorney at Amervisa Law Offices

“Jeff helps us achieve the best possible results”

“Jeff is very detail oriented and goes the extra mile to ensure a great experience for all of his clients. As an intern I found myself comparing and contrasting many strategies daily to ensure each and every client was receiving the best policy for their needs. Not only does Jeff establish great client relationships, but he did so while maintaining great employee relationships as well. As an intern I found him to be very personable and understanding of each team member’s individual needs. He works with each team member personally to help us achieve the best possible results for his clientele as well as reach our personal goals.”

Matthew S.

Retail Leasing and Investments at Centers Business Management (CBM)

“Jeff is an amazing source of support and insight!”

“Jeff is extremely knowledgeable and talented at his profession but what really makes him exceptional is that he is filled with compassion, generosity and is truly an amazing person! I am so thankful for having been introduced to Jeff earlier this year. I have always felt very uneasy when discussing money matters. I tried to avoid it entirely. However, it was time that I talk to someone and my friend convinced me to meet with Jeff. From the moment I met Jeff I felt at ease (which is rare for me). He took the time to really get to know and understand me as a person before he even started to ask anything about my current financial situation. He explained in great detail all of my possible options and he made sure that I actually understood everything that we discussed. I learned A LOT after our first meeting which made me feel more confident in being able to move forward with the process and to be able to make smart, educated financial decisions. Jeff has been an amazing source of support, insight and especially positivity! I would absolutely recommend his services!!”

Jen T.

Founder Intercom Media

Jeff has been a tremendous asset to my family

Jeff has been a tremendous asset to my family. He spent a lot of time asking questions to understand our specific goals. He is passionate about the products he offers and knows them inside and out. Do yourself a favor and meet with Jeff. Learn about what he has to offer. He has an approach to retirement planning that is quite compelling. Of course, Jeff offers traditional insurance products too, and will make sure you and your loved ones are fully protected.

David G.

Senior Director, Sketchers

Jeff helps you understand how the wealthy moves, thinks, and executes

Jeff doesn’t JUST manage wealth, he helps you understand how Wealthy moves, thinks, and executes. My first message from Jeff is that Wealth is not just the acquisition, distribution, and growing of “money” it’s about the person you become with money, no matter the amount, and from a few chance encounters with Jeff.

I have exponentially grown in my awareness of how I choose to move in relation to my assets, portfolio, and relationships. He is generous, fierce, and brilliant like no other. I am honored to know and HIGHLY recommend him to anyone looking for a wealth manager that understands that wealth is greater than tactics and strategies, it is a state of BEING.

Sanyika S

CEO, Firestarter International

“Jeff is a true wealth management guru.”

“My husband and I found Jeff to be incredibly patient. He spent a significant amount of time listening to our goals for our children and retirement. He recommended multiple strategies to help with liquidity and safety as well as building a tax free retirement. Jeff also throughly explained how we could convert our IRA’s and invest our liquid assets to meet our future needs. Jeff is a true wealth management guru. I highly recommend Jeff to anyone who wants to lower their taxes, protect their assets and build for their retirement.”

Liora T.

CEO of 360 Social

Risk Score

So you wonder how risky your investments are?

When your people get up every day wanting to come to work, success happens, we help you to ensure everyone is in the right jobs.

3-Buckets to Build Wealth

We use a simple but powerful 3-bucket approach to help clients build wealth. This approach is designed so clients will take the least amount of risk to reach their retirement planning goals.

Comprehensive Planning

Our comprehensive platform starts with making sure clients have an asset protection plan in place. Then we tackle estate and financial planning and for business clients, corporate structure and business transition.

Avoiding Bad Advisors

Do you wonder if you are currently working with a competent advisor or one who puts their interests in front yours? On our site we provide eye opening information for people to determine if they are working with a “bad” advisor.

Critical Capital Mass

Reaching your retirement planning goals is much easier when using tax efficient strategies. We use a simple online worksheet that lets people quickly determine how much they are wasting in extra tax payments by not doing good planning.

Analyzing Risk

Many people think their wealth building assets are much less risky than they actually are. We use the most up to date technology to assess the risk of our client’s assets and to make sure they are aligned with their personal risk score.

Debt Elimination

Reducing or eliminating debt is a high priority for many clients. We have access to a proprietary debt elimination software to help clients pay off their debt years early including their home mortgage.

Getting to Know Our Clients

Making complex financial planning simple and straight-forward.

Safe Money Retirement Tools

 

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We Serve To Take The Complexities Out Of Your Decision Making

Offering Our Clients Straight Forward Financial Solutions.

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