My name is Neil Jesani and I'm a Certified Financial Planner (CFP). Over the last 20 years, I have helped more than 3,000 Physicians, 1,000 Dentists, 600 Independent Pharmacists and 3,000 other very successful business owners
from across the country with reducing substantial taxes, increasing investment portfolio return with downside risk protection, almost doubling tax-free retirement income and creating an additional inheritance for their families.
It doesn't matter how many times I have been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox Business, or how many medical and non-medical national and regional conferences I have spoken at, or that I am author of the best-selling book "Win the War for Money and Success." All that matters is if I can help you achieve your desired retirement income, ideal lifestyle and create the legacy you want to leave for your family.