Neil Jesani is the founder and over the last 23 years, he have helped numerous successful individuals folks across the country with reducing substantial taxes, increasing investment portfolio return with downside risk protection, almost doubling tax-free retirement income and creating an additional inheritance for their families.
He believe in the team approach as investments, taxes and financial planning are very complex, especially for high net-worth individuals.
It doesn't matter how many times he has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success."
All that matters to him is that his team of seasoned professionals can help you reduce your tax burden, increase the rate of return of your investment portfolio, achieve your desired retirement income, ideal lifestyle and create the legacy you want to leave for your family and charity.