It’s not what you have earned that counts, but what you keep. During the volatile times in 2000, 2008, and since then, not one of our clients lost a single dime of their protected assets. The current Bull Run is the longest in history. The big question is, “When will it end”?
Here at Wealth Guard Management LLC, we understand that financial planning for your future is scary and uncertain, especially in today’s uncertain times. But, rest assured that in our hands we’ve helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
Founder & CEO
Jay is a Registered Financial Consultant with over 35 years of experience. His focus is both estate and retirement planning using various trusts and tax-advantaged strategies. He is a member of the Estate Planning Team composed of highly trained tax attorneys that have over the past 24 years helping individuals defer Capital Gain taxes on highly appreciated assets using a trademarked strategy as well as preserve and protect their wealth. He is a Certified Annuity Specialist, certified as a National Social Security Advisor, and a Certified Member of the National Ethics Bureau. He is also an educational instructor with SOFA, The Society of Financial Awareness, a not-for-profit organization whose mission is to bring financial awareness through educational seminars and workshops. His firm has retained an A+ Accreditation with the BBB since 2014.
He attended Auburn University and lives in Newnan, Georgia with his wife Cathy.
Jay’s philosophy for financial planning is all about the balance between risk tolerance and safety!
It is our goal to take the fear out of retirement planning, to be able to keep a portion of what you’ve earned knowing you’ll never run out of money, and most importantly, sleep well at night during these extremely uncertain times.