Financial & Financial Advisors, Brokerage FirmInsurance
How would you like a way to structure your assets so that when you sell them, you keep more of your money?
Let me and my associates work with your existing tax professionals, financial advisors or attorneys to add great strategies for you.
Get significantly more after-tax cash from your big asset sales subject to capital gains taxes -- selling your company or real estate or stocks or crypto currency.
Improve your retirement funds including some tax-free proceeds to your heirs.
Cash-flow assets with great interest rates.
Protected cash from permanent IUL or whole life insurance with guaranteed growth (and financing if needed for very large policies).
You or your advisors please contact me.
Dave Gillespie has spent over 30 years as the CFO of operating companies, investment companies and family offices of wealthy families in the Parker County, Fort Worth and Dallas area.
Veteran owned Minority Owned
Give Thanks Every Day - GTED