Ultimately, isn't the purpose of any long term savings or investment is to create retirement income, liquidity and legacy for the family.
Get The Tax Reduction Strategy The Most Successful Physicians & Dentists Use To Create Substantial Personal Wealth & Income
We have helped more than 4,000 doctors, 600 independent pharmacists and 3000 other successful business owners, professionals and executives - from across the country - save hundreds of thousands of dollars on their individual taxes beyond what their CPA or Financial Advisors can do for them with “little known” IRS-approved strategies for last 18 years. We also specialized in the leveraged based high wealth creation and tax-free retirement income strategies for high-income (minimum $500K) earners and high net-worth (minimum $5 Million) individuals.
Investment and wealth creation is much harder than most people think or even understand. The founder of world’s largest hedge fund and 25th richest man in USA, Ray Dalio says to Bloomberg that “it is harder to win in stock market than competing in Olympics”. We don’t have magic wand but we know thing or two that works.
Because of our expertise in this area, Neil Jesani, CFP have been featured on main-stream media outlets, like The Wall Street Journal, CNN, Treasury & Risk and Fox business.
Successful Business Owners