GWP Consulting Purchases – Please use the following button to schedule your introductory 30 minute consultation with Bobby Casey. In 30 minutes we will discuss your current financial situation as well as future plans and offer a general overview of strategies available to you for minimizing risk and maximizing returns.
If you are ready for a full consultation package, please use the button below to schedule your call with Bobby Casey. This package includes 8 hours of consultation time where Bobby Casey and his team will analyze your current financial and personal situation and provide a current detailed risk analysis with a flow chart. In addition you will receive 1-3 recommendations on how to restructure your current asset picture to minimize your risk and maximize your gain. This is a fully customized plan specifically designed for your situation. In order to accomplish this you will need to provide your current PFS (personal financial statement) which includes all assets, liabilities, income as well as ownership of assets (ie. trusts, LLC’s, S-corps., etc.) and a detailed statement of purpose and your desired outcome. In many cases this plan will include estate planning as well as asset protection and may include some offshore components if so desired.
Upon submission below, you will be contacted within 2 working days to schedule your consultation. Most calls are held from 8-2pm EST on Tuesday, Wednesday or Thursday.