 |
| Creating a GPS for your retirement |
Michael Sondheim and Eli Mizrahi founded Pacific Group Advisors and were last heard on "Securing your Retirement" on KLAY 1180 AM.
Eli and Mike have helped many hundreds of families get their financial house in order and put them on a better path. They educate their clients on ways to preserve principal while keeping up with inflation and using reliable sources of income throughout retirement, as well as replacement income for a surviving spouse preferably while reducing taxes.
Michael Sondheim began his career by working with retirees and taking care of their insurance needs and long-term care needs. In 1986, after watching his grandparents' family business and personal assets be washed away by home health care and nursing home confinement, Michael began to better educate himself on different ways to help his client’s protect their investments and financial needs. Michael’s goal is to help preserve and protect his clients' assets, and help them build and protect their retirement future.
Eli Mizrahi began his career 1983 at a company that was in the forefront marketing and developing solutions for long term care. Eli soon became a training manager and focused on working with members of groups and associations such as the Boeing Machinist Retirees Club.
Eli’s compassion for retirees grew witnessing his wife’s grandmother suffer from Alzheimer’s and his own parents depleting their small savings paying the cost of his Dad’s care, leaving his Mom in financial jail. Due to the events in his own family, finding ways for folks to protect their life savings and creating safe lifetime income strategies with estate preservation became a passion Eli has in assisting the families he serves. He thrives on making sure income needs for an at home or surviving spouse are met.
As an Investment Advisor Representative with a series 65 Securities license as well as an insurance license, Eli has high fiduciary responsibilities and is able to accommodate all planning needs of the families he services.
Eli approaches complicated issues with a relaxed and calming approach explaining complex matters in simple terms while and taking care of life style and financial needs.
Investment Advisory Services offered through
Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
For additional info go to:
pacificgroupadvisors.net
noerthwest-retirement.com
Follow us on Tout for news releases as well as linked in.
This comment has been removed by the author.
ReplyDelete