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Garry Savage, Certified Estate & Business Analyst (CEBA), Certified Senior Advisor (CSA) grew up on a farm in Huron, Ohio and became a manufacturer's representative shortly after being discharged from the U.S. Navy. When the Vice-President of brokerage firm Robinson & Company told him that he would make a good stockbroker, Garry immediately thought the job had something to do with cattle. After learning that a stockbroker was someone who specialized in transferring ownership in publicly-traded companies, Garry began his securities training and went to work for Robinson & Company.
After working for Robinson & Company for several years, Garry took a position with American Express at I-77 and Rockside Road, where he worked his way up to the position of District Manager. In the early 1980s, he founded Advanced Strategies Inc., one of the largest and most highly respected estate planning, probate, tax and elder financial practices in the country, and Wall Street Strategies, a discount brokerage service. Advanced Strategies Inc. has built a large client base throughout the United States, and now has Ohio offices in Akron, Canton, Huron, Independence, and Westlake, in addition to offices in Naples and Bonita Springs, Florida. We met with Garry and Executive Vice-President Garry Savage, Jr., CSA, Certified Financial Planner (CFP) recently, and listened as they described the services they offer;
Advanced Strategies Inc. specializes in secure financial planning offering our clients a way to invest their dollar in a tax-efficient manner, guaranteed against all losses in the marketplace. When the market is going up, they add money which is locked in and guaranteed. Conversely, when the market goes down, their money is secure and well protected. As soon as the market bottoms, they again begin adding money to their accounts so they never loose time, value, or money.
Many people have the unfortunate experience of losing money on their stocks, variable annuities, and mutual funds. They also lose money annually on trading, management, and expense fees. In addition to the financial loss, they loose the time they have spent recovering loss to their portfolios. Naturally, they nay be able to recover the money they have lost, but they'll never be able to recover the lost time. We help them eliminate this loss of time value which over a period of years results in an enormous amount of dollars added on to their accounts.
We offer tax management services based on current tax law. Not only do we advise our clients on methods for reducing their taxes to the lowest possible level, we also prepare their tax returns for them. At the same time we recommend strategies that will help them lower their tax bill in future years.
On the estate planning side of our business, we endeavor to assist our clients in protecting their assets from probate, federal, and state taxes. We can help them set up a trust, prepare a will, update their wills, and establish durable powers-of-attorney and medical powers-of-attorney that serve the best interest of themselves and their families now and in the future.
We utilize a variety of strategies, including changing the title to their homes and putting their assets in Medicaid friendly accounts, to ensure our clients' finances are protected from the threat of long-term care and the Medicaid system. Many people run the risk of loosing their assets simply due to unforeseen illness or accidents. Our goal is to assist them in creating plans that will enable their assets to be passed to their heirs, rather than being transfered to a long-term care facility or the government.
One of our primary functions is assisting our clients in designing financial plans that will enable them to save money on their taxes. We help them convert from traditional IRAs to Roth IRAs, and are now laying the groundwork for our clients to take advantage of the new law that allows high income people to convert their IRAs and pensions to Roth IRAs in 2010, while deferring their taxes to later years. We have developed unique programs and concepts to help our clients maximize their benefits under the new tax laws, and help them build tax-free dollars to pay their taxes in 2011 and 2012.
We maximize asset protection for our clients which places a shield from losses in the market, taxes, estate, liability (law suits), and from the government, Medicaid spend down system.
Our firm is family owned and operated. All of our representatives, including my son, my son-in-law, and his brother are all highly trained professionals. Each of us participates in thirty to forty-five hours of continuing education courses each year to maintain our present designations and to remain current with ever-changing laws.
Advanced Strategies Inc. is a member of the National Ethics Bureau, a group of ethical planners promoting consumer confidence by providing unbiased verification of business credentials and confirmation of ethical conduct for professional advisors nationwide. To be accepted as a member of this prestigious organization, we had to pass a stringent seven year background investigation which include verifying our education and licenses, full criminal background checks, and even checking our driving records. Being a member of the National Ethics Bureau sets us apart as being one of the most respected practitioners in the financial planning industry.
Advanced Strategies' mission is to help you achieve your financial goals through respect, honesty, and integrity based on simple, old-fashioned standards. Call Advanced Strategies Inc. today, and don't forget to tell them The Advocate sent you!
Securities offered through Wall Street Strategies, Inc. Member NASD & SIPC
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