Private Client & Private Advisor
Serving Clients in Kirkland and the Surrounding Area
Wealth Plan System™
Wealth Plan System™ is a unique creation of Gregorek and Associates, PLLC.
Comprehensive estate, asset protection and business planning use state-of-the-art concepts and individual counseling to accomplish differing goals under one plan. We have developed and utilized a system to accomplish this type of planning, which we call the Wealth Plan System™.
The centerpiece of the Wealth Plan System™ is an effective design that is developed based on individual goals and objectives. Wealth design combines financial analysis and tax law with your estate, business, and philanthropic goals into an integrated plan that reflects your dreams and desires, all while addressing and eliminating your concerns. It is a plan you can understand and one that makes sense for you and your family.
The power of the plan
Through the Wealth Plan System™ you can do the following:
- Solidify control over your affairs
- Assure the continuance of your lifestyle through the tax-free conversion of paper profits
- Protect your principal and income from legal judgments and government interference
- Eliminate – or substantially reduce – your capital gains, income, excise, gift, estate, and generation-skipping taxes
- Facilitate your ability to pass value, responsibility, work ethics, and stewardship to your heirs and beneficiaries
- Keep your affairs free from the publicity, costs, and delay of the public probate process
Protect what you have, to the full extent of the law, from loss due to probate, taxes, lawsuits and hassle. Give what you have, to whom you want, how, when and the way you want, during your life and after your death, and save every possible dollar.
To find out more about Gregorek and Associates, PLLC’s Wealth Plan System™, contact the firm today.
Contact Gregorek and Associates today
We can’t be sure what lies beyond the horizon. Still we charge ahead, realizing that we will encounter both calm waters and stormy seas. Gregorek and Associates can help you navigate your way through complicated financial and legal situations safely and securely. Contact Gregorek and Associates today.
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