Jack Gelnak works exclusively with seniors 60 and better in the areas of Wealth Management, Wealth Preservation, and Estate Planning during the retirement phase. He provides the coaching and advice necessary to feel secure about one’s retirement income, estate planning and protection, as well as integrating and advising on issues pertaining to social security, Medicare, and long term care so that this best phase of a person’s life is lived with meaning and peace of mind.
Mr. Gelnak has established a Retirement Lifestyle Roadmap™, which successfully guides seniors through the rest of their life by providing creative solutions in putting a plan in place which will help pay for such later in life financial drains as nursing care, assisted living and other long term care expenses such as in home care. One of the most important functions as a financial coach that Jack covets is educating seniors by establishing the Financial Education Centers where Jack presents workshops to educate and guide seniors with the financial decisions they make. Each workshop is carefully designed to educate on issues that most worry and concern seniors. Jacks primary goal in establishing the Financial Education Centers is to provide unbiased and current information to seniors where there is no pressure of sale or solicitation.
Mr. Gelnak has been a member of the MDRT since 2006, obtained Top of the Table in 2008 and is a previous Board Member of the National Association of Insurance and Financial Advisors, San Fernando Valley (NAIFA).
Jack Gelnak’s extensive education and experience in helping to possibly increase retirement income, aggressive tax reduction strategies for seniors and targeted planning for long term care needs and estate pres