DEVELOPING INNOVATIVE STRATEGIES

ACHIEVING SUCCESS!

SERVICES

 

Advanced planning for affluent business owners, executives, and professionals who, by reason of their success, have significant planning needs. They are confronted by high income taxes, reverse discrimination in benefits, business continuation challenges, and confiscatory estate taxes. For the last several decades, it has been my goal to provide viable solutions to overcome these challenges.

BUSINESS

 

Through proven and time-tested planning strategies, business owners and executives can achieve success in structuring an orderly transfer of their business ownership, maintain a comfortable lifestyle in retirement, minimize income taxes, and conserve their estates. They can leave a meaningful and lasting legacy for their family and for charitable causes that are close to their heart.

 

INDIVIDUALS

Build a strong financial foundation and manage risks that can derail your retirement: escalating healthcare costs, inflation, chronic illness or long term care, taxes, market volatility, sequence of returns risk, and longevity risk (outliving your money).  

 

© 2019 by Vision! Executive Insurance & Financial Services

Gary Edkins offers financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services [PPFS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Vision! Executive Insurance & Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Availability of Long-term care and disability income insurance varies by carrier and state.

Vision! Executive Insurance & Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Securities: CA, DE, NC

Life Insurance: CA, CA Insurance License: 0624963

Variable Life Insurance: CA

Mutual Funds: CA, DE, NC

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