My Team and Resources

Michael Eilander, CWS®

Certified Wealth Strategist®

As an independent owner of the firm, I have first hand knowledge of the planning concepts that most often affect my entrepreneur clients. I like to call my process a "100 year strategy". I use a four step process to help clients address each of the 13 critical wealth management issues that research shows will affect most clients over the life of their wealth management plan. My goal is to provide comprehensive, advanced tax efficient strategies for accumulating, protecting and transferring wealth.

I provide unique "knowledge and access", specializing in three areas:

Building Wealth: Assist Business Owners, Physicians and Dentists accumulate additional wealth using tax favored strategies, and help protect it from creditors and lawsuits.

Preserving Wealth: Help guide individuals and families with sizeable assets, preserve their wealth by using advanced, tax favored strategies to transfer wealth with minimal taxes*.

Managing Wealth: Strive to reduce overall investment risks and increase diversification, by utilizing alternative investments and provide access to unique and exclusive private investment opportunities, that are not typically available to the general investor.**

Through my registration with First Allied Securites, an Advanced Equities Company, I have the ability to partner with teams of specialists and recognized experts in their fields, from Chicago, San Diego, Phoenix and New York to provide unique insight and expertise in proven wealth preservation and transfer strategies for my clients.

*For specific tax advice please consult a qualified tax professional. **For prospective clients to take full advantage of the unique and exclusive investment opportunities that we provide, they should have a minimum net worth of one million dollars with investable assets around $500,000 or more.