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GWP

Guided Wealth Portfolios (GWP) provides you personalized, investment advice through an online platform with 24-7 access to your accounts. Our new platform combines the benefits of a personal financial advisor with sophisticated technology.

Our Clients, Our Community and Our Non-Profit Organizations.

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our Philanthropic Approach.

Our team approach offers a range of services to provide more benefits to our clients.

Welcome to Pollack Financial Group, LLC

Our main goal is to empower our clients to make better and more informed decisions. We encourage our clients to be conscious about the 5 things that we believe to be essential;

Taxes - Transparency - Risk - Discipline - Fees

Our distinct wealth vision system makes it virtually effortless for you to take these crucial steps in your life.

Let us guide you in pursuing your financial goals!

Helpful Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos

Articles

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles

Calculators

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators

Presentations

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations

Videos

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos