Tax free Retirement Income with Steven Gilbert

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Adam Torres and Steven Gilbert discuss tax free retirement income.

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Show Notes:

Tax free retirement income is something many strive for. Having tax diversified streams of income in retirement is important. But how many of us know how to accomplish this task?  In this episode, Adam Torres and Steven Gilbert, Sr. VP at Universal Financial Consultants, explore how to diversify income streams in retirement adding tax free retirement income to the equation.

About Steven Gilbert 

I always enjoyed being around great people, who have interesting life experiences, but it was in college when I began to take interest in the art of the investment process. Over the past 25 years, as a comprehensive wealth management advisor, I am able to foster meaningful connections with my clients and help them protect their interests through proactive and attentive investment planning and management. I enjoy the personal nature of my business, and I pride myself on developing long-term relationships with my clients and their families. My clients are some of my best friends and I treat them as if they are a part of my family. Our clients bring us more than their financial needs- they look to us for guidance when it comes to achieving their goals, minimizing their tax liabilities, and protecting their assets. “

Steven Gilbert is a Senior Vice President at Universal FinancialConsultants , and formally the founder of The Gilbert Group at Morgan Stanley. Born in New York, and raised in Miami Beach, Steven has called South Florida home for many years. He started his career working at The Ohio Company an old school investment firm.After deepening his understanding of the financial services industry, he quickly recognized that tax planning , and Estate Planning, was an integral part of personal finance. He partnered with a Tax Planning firm in order to provide a more complete customer experience.

About Universal Financial Consultants

Universal Financial Consultants (UFC) is an Insurance and Investment Consulting Organization that partners with Advisors across the nation to bring the most innovative financial strategies to their clients for optimized financial security and success. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.

UFC’s business affiliations allow its partners the best of all worlds: tremendous leverage and scale, access to the top insurance carriers and products, and good old fashioned local customer service support. With branches throughout the U.SUFC exceeds expectations when it comes to working with Advisors and clients to ensure a sound plan to achieve goals. 

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