Office: 310-417-9040 | GURMAN BLOG

At Gurman Wealth Management, Inc. We offer Advanced Strategies to Help Lower Your Taxes and Protect your Wealth.

In doing so, our top focus is on managing risk. Why? Because we see that too many people are taking far too much risk to reach their retirement goals, and sustain their wealth.

Managing Risk to Reach Your Retirement Goals

See what our clients are saying about Jeff Gurman

“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 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 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’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)
 

ASSET PROTECTION

All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. On this site you will learn how exposed your assets are to creditors and how to protect them.

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RETIRE TAX-FREE

For many people, funding a tax deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans.

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GUARANTEED INCOME

From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return coupled with a guaranteed income for life benefit.

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WEALTH PRESERVATION

Retirement Life



To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please click here to email us or phone 310-417-9040. To sign up for a free consultation or to just get more information click here.

Single Premium Life for Long Term Care Insurance



We hope that after reading this material you are sufficiently motivated to learn more about LTCI. Our firm specializes in helping clients find the right LTCI benefit at the lowest possible cost. If you would like help, please click here to email us or phone 310-417-9040. To sign up for a free consultation or to just get more information click here.

Guaranteed Income Benefits for Life



If you have an interest in learning more about these products and the best available products in the marketplace, please click here to email us or phone 310-417-9040. To sign up for a free consultation or to just get more information click here.

Retirement Life vs Brokerage Accounts & 401k's



To learn how you can build wealth using Retirement Life™, please click here to email us or phone 310-417-9040. To sign up for a free consultation or to just get more information click here.

WHY CHOOSE US?

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.

Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.

Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.

We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.

MORE INFORMATION

What is Asset Protection?

Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.

While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site. To view a brief video presentation on asset protection or to learn more click here.

Predicting The Future

Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backwards in a Bear market? Learn More….

What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs?  Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?

How much risk should you take to reach your financial goals?  Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).

This website discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.

Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)

What you are about to learn will be very exciting to you.  

For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye opener.

This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.

For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.

KEEP YOUR MONEY SAFE WHILE GROWING YOUR PRINCIPAL
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