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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.

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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.

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Our Philanthropic Approach.

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

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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!

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Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.