ronaldgelok.comFinancial Planning Done Right - So You Can Keep More of Your

Money 800.467.8152 Follow Follow Follow Follow Follow WHAT WE DO FAQ OUR STORY WEBINARS BLOG LET’S TALK FINANCIAL PLANNING DONE RIGHT So you can keep more of your money LET’S TALK WHAT IS THREATENING YOUR MONEY? HIGH TAXES VOLATILE MARKETS POLITICAL RISK LET’S TALK WANT TO REDUCE YOUR TAXES? TAXES CAN DESTROY YOUR RETIREMENT Having a large amount of retirement savings does not mean you will retire the way you envision. Every withdrawal may be subject to increasingly higher taxes. US National debt is the highest it’s been in history and continues to grow. Where do you think they’ll look to pay it back down? Your accounts. RETIRE NEARLY TAX-FREE You can have a tax-free retirement when set up correctly. By making use of powerful, but little-known provisions in the tax code, you can arrange your savings to avoid excessive taxation in retirement. In other words, you can obtain the ways to pay as little tax as legally possible . THIS IS WHAT WE DO It’s easy to be paralyzed by uncertainty or fear and end up doing nothing. By doing nothing, you get nothing. You end up shelling out more money for taxes than you ever expected. It doesn’t have to be that way. With the help of expert tax attorneys, explorers of the tax code, and experienced financial planners, you can obtain a nearly tax-free retirement. LET’S TALK So many financial plans are incomplete and incapable of holding up to turbulent times. At RGA, we give you a customized 5 Pillar Financial Plan that covers the major areas of investment, retirement, and tax reduction so your plan is strong, crystal clear, and gives you confidence about your finances and future. LET’S TALK YOU DESERVE BETTER At RGA, we know you want to be financially free. To get there you need a smart plan that covers all areas of your financial life. The problem is a cookie-cutter plan from the average advisor is not truly customized to your unique situation. You deserve better. We understand that going through financial details and complexities can feel daunting. That’s why we do it for you by using a multidisciplinary team approach to financial planning. At RGA, we give every client concierge-level access to in-house tax attorneys, accountants, financial advisors, and licensed insurance professionals. Our team creates a 5 Pillar Financial Blueprint that includes tax reduction, portfolio stress-testing, investment coaching, retirement income road-mapping, and specialized estate planning. So book an appointment to stop worrying and start taking control of your future. LET’S TALK ACHIEVE YOUR DREAM RETIREMENT WITH RGA 01 Book your free Strategy Session 02 Create your customized plan 03 Enjoy retirement on your terms! LET’S TALK THE 3 BIGGEST SECRETS OF A TAX-ADVANTAGED RETIREMENT SEND ME THE GUIDE You did it! Check your email for the guide! By submitting your email you agree to receive newsletters, updates, and other emails from our team. You understand you may unsubscribe at any time. You may be surprised how easy it is to achieve a tax-advantaged retirement. Learn how to reduce your retirement taxes and increase your income in retirement by downloading our free PDF guide : The 3 Biggest Secrets of Tax-Advantaged Retirement. 999 Vanderbilt Beach Rd, Ste 200, Naples, FL 34108 1055 Parsippany Blvd, Ste 305b, Parsippany, NJ 07054 (800) 467-8152 | info@ronaldgelok.com Follow Follow Follow Follow Follow What We Do FAQ Our Story Webinars Our Team Blog Contact Schwab Login LET’S TALK Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor. Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer. Securities Offered through AAG Capital, Inc. Member FINRA/SIPC Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap Information about securities-registered professionals may be found at FINRA BROKERCHECK . Member FINRA / SIPC WHAT WE DO FAQ OUR STORY WEBINARS BLOG FINANCIAL PLANNING DONE RIGHT So you can keep more of your money LET’S TALK WHAT IS THREATENING YOUR MONEY? HIGH TAXES VOLATILE MARKETS POLITICAL RISK LET’S TALK WHAT IS THREATENING YOUR MONEY? HIGH TAXES VOLATILE MARKETS POLITICAL RISK LET’S TALK WANT TO REDUCE YOUR TAXES? TAXES CAN DESTROY YOUR RETIREMENT Having a large amount of retirement savings does not mean you will retire the way you envision. Every withdrawal may be subject to increasingly higher taxes. US National debt is the highest it’s been in history and continues to grow. Where do you think they’ll look to pay it back down? Your accounts. RETIRE NEARLY TAX-FREE You can have a tax-free retirement when set up correctly. By making use of powerful, but little-known provisions in the tax code, you can arrange your savings to avoid excessive taxation in retirement. In other words, you can obtain the ways to pay as little tax as legally possible . THIS IS WHAT WE DO It’s easy to be paralyzed by uncertainty or fear and end up doing nothing. By doing nothing, you get nothing. You end up shelling out more money for taxes than you ever expected. It doesn’t have to be that way. With the help of expert tax attorneys, explorers of the tax code, and experienced financial planners, you can obtain a nearly tax-free retirement. LET’S TALK So many financial plans are incomplete and incapable of holding up to turbulent times. At RGA, we give you a customized 5 Pillar Financial Plan that covers the major areas of investment, retirement, and tax reduction so your plan is strong, crystal clear, and gives you confidence about your finances and future. LET’S TALK YOU DESERVE BETTER At RGA, we know you want to be financially free. To get there you need a smart plan that covers all areas of your financial life. The problem is a cookie-cutter plan from the average advisor is not truly customized to your unique situation. You deserve better. We understand that going through financial details and complexities can feel daunting. That’s why we do it for you by using a multidisciplinary team approach to financial planning. At RGA, we give every client concierge-level access to in-house tax attorneys, accountants, financial advisors, and licensed insurance professionals. Our team creates a 5 Pillar Financial Blueprint that includes tax reduction, portfolio stress-testing, investment coaching, retirement income road-mapping, and specialized estate planning. So book an appointment to stop worrying and start taking control of your future. LET’S TALK ACHIEVE YOUR DREAM RETIREMENT WITH RGA 01 Book your free Strategy Session 02 Create your customized plan 03 Enjoy retirement on your terms! LET’S TALK THE 3 BIGGEST SECRETS OF TAX-ADVANTAGED RETIREMENT You may be surprised how easy it is to achieve a tax-advantaged retirement. Learn how to reduce your retirement taxes and increase your income in retirement by downloading our free PDF guide : The 3 Biggest Secrets of Tax-Advantaged Retirement. SEND ME THE GUIDE You did it! Check your email for the guide! By submitting your email you agree to receive newsletters, updates, and other emails from our team. You understand you may unsubscribe at any time. What We Do FAQ Our Story Webinars Our Team Blog Contact Schwab Login 999 Vanderbilt Beach Rd, Ste 200, Naples, FL 34108 1055 Parsippany Blvd, Ste 305b, Parsippany, NJ 07054 (800) 467-8152 | info@ronaldgelok.com LET’S TALK Follow Follow Follow Follow Follow Investment advisory services offered through Ronald Gelok & Associates, LLC, a multi-state Registered Investment Advisor. Insurance products offered through Ronald Gelok & Associates, Inc., a multi-state Licensed Insurance Producer. Securities Offered through AAG Capital, Inc. Member FINRA/SIPC Privacy Policy | ADV Part 2A | ADV Part 2B | ADV Part 2A Wrap Information about securities-registered professionals may be found at FINRA BROKERCHECK . Member FINRA / SIPC SEND ME THE GUIDE You did it! Check your email for your free guide! By submitting your email you agree to receive...