John Welde - Advanced And Strategic Legacy Planner Email & Phone Number

Greater Philadelphia

Feeling exasperated with the complexities of navigating your family legacy plan? Do you find yourself grappling with advisors who struggle to offer straightforward, practical guidance? Perhaps you're all bogged down trying to piece together how various elements fit together. And the endless wait for your estate plan to materialize feels particularly frustrating, especially with looming tax law changes on the horizon. If terms like valuation discounts, tax-free irrevocable trusts, and leveraging… Show more Feeling exasperated with the complexities of navigating your family legacy plan? Do you find yourself grappling with advisors who struggle to offer straightforward, practical guidance? Perhaps you're all bogged down trying to piece together how various elements fit together. And the endless wait for your estate plan to materialize feels particularly frustrating, especially with looming tax law changes on the horizon. If terms like valuation discounts, tax-free irrevocable trusts, and leveraging your lifetime gift tax exemption sound like foreign territory, fear not – I can help.Villanova Legacy Planning LLC was founded precisely to protect your assets and grow them efficiently. Within the labyrinth of the tax code lie numerous structures tailor-made for every legacy plan, offering avenues to optimize what’s important to you and your family. Whether you're navigating a liquidity event, belong to a high-net-worth family, or both, I will help guide you through these challenges, ensuring you stay on the compound curve. Show less

Philadelphia, Pa

Tax Advantaged Platform LLC was built on one simple principle that's been around for thousands of years - Uninterrupted Compounding. Life insurance, designed properly, helps promote this uninterrupted compounding. I love life insurance because it is one of only two assets in the world that allow you to grow and access your assets tax-free. This fact has a tremendous impact on the “compound effect” of your net worth – specifically, growing those assets, and then giving you tax-free access to a… Show more Tax Advantaged Platform LLC was built on one simple principle that's been around for thousands of years - Uninterrupted Compounding. Life insurance, designed properly, helps promote this uninterrupted compounding. I love life insurance because it is one of only two assets in the world that allow you to grow and access your assets tax-free. This fact has a tremendous impact on the “compound effect” of your net worth – specifically, growing those assets, and then giving you tax-free access to a much larger pool of income for the rest of your life. Pretty amazing!Life insurance is the coolest asset on the planet that very few people understand. Because it can do things that no other financial product can do, it’s absolutely crucial to every comprehensive planning discussion. As former Global Head of Structured Products for a major Wall Street firm, I have very deep experience evaluating financial structures, of which life insurance is one. I can help you understand both the advantages and disadvantages of a well-designed life insurance policy, and in a very common sensical conversation. If you would like an evaluation of the life insurance you have in-force today, and/or are interested in how you can use life insurance to help you compound your assets in a more effective way, reach out to me. Show less

New York, Ny

Responsible for sales and trading for all structured products traded globally. Recruited and hired the trading desk, and led the salesforce. #1 producer.

Devon, Pa

Developed state of the art high-end sales training program for institutional sales professionals designed to transform sales calls from a product-pushing approach to a high-end consultative and collaborative relationship. Clients included Morgan Stanley, UBS, Countrywide Securities, Legg Mason and JP Morgan.

Stamford, Ct

Emerging Market Sales. #1 producer.

New York, Ny

Mortgage-Backed Sales. #1 producer.

New York, Ny

Rates and Corporate Debt Sales. #1 producer.