While most firms attempt to be everything to everyone (and wind up not specializing very well for anyone), Gilder Financial Management focuses exclusively on the needs of those age 30 and over and their specific financial problems and opportunities.

Gilder Financial Management is a professional firm designed to assist mature adults in protecting their assets and standard of living. Our services include:

Retirement Planning: Advise as to the best ways to receive and reinvest money from IRAs, 401(k)s, Keoghs, HR10s, and other pension or retirement plans. In some cases we will show you how to make withdrawals tax-free.

Estate Planning: Assist in setting up Revocable Living Trusts, Irrevocable Trusts, Charitable Remainder Trusts with wealth protection for the beneficiaries, and more.

Insurance Solutions: To enable the estate to pay death and estate taxes for "pennies on the dollar" rather than dollar for dollar.

Long-Term Care: Providing affordable solutions to long-term care needs at home, assisted living and nursing home to prevent "spend down" to qualify for Medicaid.

Income Enhancement: Lifetime income guarantees with immediate annuities.

Gilder Financial Management can address and provide expert solutions for all the above named as well as any individual financial questions. The leading counselors of our organization have a combined experience of over 25 years in the financial services industry, national and international. We work closely together with your Attorney and CPA. Our consulting staff includes attorneys, CPAs, Investment Managers and the largest financial services providers in the US.

Many mature adults will be able to better organize their financial affairs after they are made aware of the many solutions available.

Gilder Financial Management educates seniors about their alternatives first and then assists them to implement the proper solutions. Seminars are held regularly in the Beverly Hills area. For dates and locations of the next seminar call (323) 653-1784.

Phone today with questions or to learn if we can help you, too. There is no charge for an initial consultation.

Gilder Financial Management
8383 Wilshire Blvd., #240, Beverly Hills, CA
(323) 653-1784
California Insurance License #OB96059