What We Do
At Ronald Gelok & Associates we transform your personal finances, business and corporate investments, and family assets into a controlled and reliable current cash flow and future security.
We believe that how we do this is just as important as what we do for you. We keep in constant communication with our clients and we are always assessable to them. At any given time, at least four of our staff members have the information they need to respond to your questions, demands and personal requests.
Ronald Gelok & Associates’ primary focus is making complex retirement planning issues clear and easy to understand, working with our clients to simplify their finances and their financial future.
We have two bricks and mortar locations in New Jersey and (for convenience meetings with clients for Investment Advisory Services, only) Florida, but we are also a ‘virtual office’ available to you where ever you may roam.
Just some of our services include:
A financial plan for your future that is based on a 360° view of your personal financial picture, including how each and every one of your assets and our solutions work in harmony to maximize potential for growth and income, save taxes, lighten paperwork and meet your goals.
We create a fully integrated, well oiled machine that works in the background of your life, facilitating your plans for your future. We work with lawyers and tax professionals of your choice or bring in our colleagues so that you never have to cope with unexpected problems created by lack of expertise in your advisors.
We apply these principles of quality service, TRUST and KNOW-HOW to all we do:
- Retirement Planning
- Wealth Accumulation
- Lifelong Income And Permanent Cash Flow Planning
- Tax Planning
- Healthcare Cost Planning
- Fiduciary Money Management Assistance For Family Caregivers
- Long Term Care Protection
- Disability Pension
- Estate Planning
- Legacy planning
- IRA Legacy Planning
- Life Insurance
- IRA & 401(k) Rollovers
- Business Succession Planning
- Asset Allocation And Money Management
- Relocation, Sabbatical And Ex-Pat Financial Planning
- Charitable Giving