Protection for your heirs, advanced tax planning solutions, charitable gifting, long term care, and more. In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors take too much risk for too little return, receive mediocre service and conflicted "advice, " and pay too much in taxes, commissions, and fees.
We solve these problems. It's who we are. It's what we do. Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency.
We solve these problems. It's who we are. It's what we do. Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency.
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Bill Gruntler LUTCF, is a former combat-trained United States Marine, exercises a genuine client-focused approach instilled by a strong religious upbringing, discipline and integrity forged by years in the Marines. Bill is the CEO and founder of Asset Protection Group, a company dedicated to educating and serving professionals, business owners, and retirees.
As you prepare for retirement, you might find yourself focusing on reaching a particular savings goal. Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently. In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Capital Appreciation, Inc. dba Asset Protection Group; and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.
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