There are many issues that affect retirees; however, very few advisors are aware of how these issues can be solved. Goldstone Wealth Management' founder and president, Mauricio Garcia, understands those issues and the solutions to problems that affect retirees.
Mauricio's goals for retirees are:
• Safety of assets
• Tax favor status
• By-passing probate
• Protection for nursing home care
• Better than average return
Mauricio has spoken to hundreds of retirees about these topics for over 12 years, and currently travels across the United States working with retirees through seminars and a one-on-one personal basis.
Goldstone Wealth Management