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My name is Neil Jesani and I'm a Certified Financial Planner (CFP). Before moving to the United States to pursue my passion, I lived in Dubai, where I was a commodities trader for a large financial institution.
I had been working grueling hours for years trading gold, silver, oil and other commodities for a large financial institution and a private banking firm.
I’ve always enjoyed working with individuals one-on-one, and what I really wanted to be doing was helping people build wealth and preserve it for retirement; not sitting in front of a computer executing trades.
I wanted to be a financial planner. I wanted to put my MBA in Finance to better use.
And so, over the last 20 years I have personally helped more than 4,000 physicians and dentists - from across the country - save hundreds of thousands of dollars on their individual taxes by using what several investment gurus are calling "The 8th Wonder of The World".
Because of my expertise in this area, I've been featured on main-stream media outlets, like The Wall Street Journal, CNN, Treasury & Risk and Fox business. I am also an author of "WIN THE WAR FOR MONEY AND SUCCESS" book.
“We have been dealing with BeamaLife for more than ten years now. They have been great advisors to us in terms of advanced risk management. They also helped to put in place pension plan strategies for our partners. BeamaLife has always been extremely professional and very attentive to our needs. Our sincere thanks!” - Mr. Goldberg – Noteworthy Business Owner, New Jersey
“Thank you for your help in reducing our defined benefit plan administration costs and increasing our funding level. We’ll be glad to introduce your firm to fellow physicians.” - Dr. Fisher, Tennessee
“My attorney referred my to speak with Neil at BeamaLife and let me tell you – he has done great job in almost doubling my estate with very creative financial plan using money in the motion strategy that banks use.” - Dr. Lewis, New Jersey
Building wealth is not easy. Once you've finally started earning a substantial income, all sorts of enemies start attacking you. One those happens to be an unlikely character... cheap money.
Cheap money distorts asset values and makes bad deals look like good deals. When interest rates are too low, public companies make poor purchasing and investment decisions. After 8 years of record setting rates, public companies have grown accustom to paying near zero rates on the money they borrow... however, that's changing.
Interest rates are still historically low, but they are starting to move up. In fact, December, 2018 was the forth rate hike this year. The new rate is 2.50%. What’s crazy is that’s the highest it’s been in the last 8 years, and it’s a big reason why America’s corporations have performed so well on the stock market. When stock prices just keep going up - year after year - it starts to seem normal. You start thinking it will go on forever and you forget about the risk.
Then you start using the stock market as your retirement savings plan because you’re afraid of missing out on the great returns, and if you’ve maxed out your 401(k) and SEP deductions… why not buy stocks with your retirement funds? We are now in the longest bull market run in history, but it won't last much longer.
Here are some signs that things are about to change.
So, what happens now – as interest rates continue rising and the cheap money train comes to a stop?
Do you remember September 2008? You could lose half your money virtually overnight! Don’t risk your retirement on the stock market, especially in these crazy “cheap money” times.
Enemy #2 is government spending... which has been totally out of control for over a decade now, creating over $21 trillion in national debt! The annual interest payment on that debt will double by 2028 to $761 billion, and that's if rates don't rise... which they will.
You already pay between 35% and 37% of your taxable income to the government. Imagine If you could keep some of that money for your retirement, instead of giving it to them to squander.
Just think about how much better off you'd be. Even if you already have a 401(k), SEP, IRA or one of the many other retirement saving plans, they aren't going to get you where you want to be come retirement. Those are great things to have, but your income is too high for these run-of-the-mill accounts.
You need a vehicle that has the muscle (i.e. a high tax-free withdrawal) that will allow you to save more without spending more and generate a safer return.
Enemy #3 is all too familiar - Taxes. Allow me to help reduce your tax burden and build your owned retirement. Schedule a 30 minute call with me by simply clicking on your preference, then select a day, and time that works best for you. Introductory consultation is at no-charge to you. This is how we work.