 |
 |
| Donald A. Galade |
| |
Here's the thing about your nest egg…it's your nest egg. But you're at risk of losing control of it unless you protect it.
“No matter the size of your estate, you need a plan that safeguards your wealth against those who are not entitled to it such as the government, nursing homes, probate court, and even disenfranchised heirs, such as divorced spouses,” explains Donald A. Galade, founder and CEO of GFS Financial Advisors, LLC, a full-service independent registered investment advisory firm.*
Galade has been in the financial services industry helping families, non-profits, businesses and others in northeast Pennsylvania for more than three decades. Biblical Responsible Investing or BRI as it is called is done via Kingdom Financial Ministries (a dba of GFS) Soon after he started his career, Galade recognized the need for resilient estate plans. “I saw too many people unnecessarily put their retirement and legacy goals at risk.”
Developing at Estate Plan is Not for the Faint of Heart
Sheltering hard-earned assets is not a DIY project. Without expert guidance, investors may attempt to cobble together a plan using lawyers, tax attorneys, estate attorneys, insurance professionals and other experts. Then they cross their fingers that every ‘i' is dotted and every ‘t' crossed.
“But the details are very complex,” cautions Galade, one of few advisors who take the time to fully address estate planning. “A multidisciplinary team coordinated by an elder law attorney can create a cohesive estate plan designed specifically for each investor's unique needs. Working from the same playbook, they can avoid conflicts between important documents such as insurance policies, wills, beneficiary forms, property titles, power of attorney forms and others.
About our CEO: click here: About | donnygalade (wixsite.com)
|
IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and legal professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. Fee-based financial planning and investment advisory services are offered by GFS Financial Advisors, LLC a Registered Investment Advisor in the State of Pennsylvania. GFS Financial Advisors, LLC and Galade Financial Services Inc. are affiliated companies. Insurance products and services are offered through Galade Financial Services Inc. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and legal professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced
This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced. |
| |
|
|
