Andrea Gellert runs a financial services boutique called Wealth Strategies in Davie, Florida. She works with people who want to preserve their assets as much as possible, leave their money to those they love (and not the government). Her motto is “planning made simple”.
Her holistic approach combines experts from many fields to provide a cohesive all inclusive estate plan and business protection plan. This plan leaves nothing out, taking into consideration, everyone is different and has different needs.
She acts as a liaison between you, the insurance companies and the medical underwriters to help provide you with the best possible outcome with the least possible costs. She has become a “go to person” in the estate planning arena and provides her clients a “planning made simple approach” utilizing her knowledge to facilitate this very complex and important process. Andrea has a way of taking complex strategies and putting them into terms that everyone can understand.
She and others in her firm review everything from Long Term Care Insurance, Disability Income Insurance, Life Insurance, Legal Documents, Investments, Business and Succession Planning, leaving nothing unresolved and making sure everything works together.
Andrea is committed to creating relationships not transactions.
Andrea is authorized by the State of Florida to lead continuing education seminars to CPAs and Insurance Agents. Andrea is the Past President of Women in Insurance and Financial Services, on The Board of Directors of Kids-4-Kids and Plaza Theater, both non profit organizations.
She’s been serving and taking care of people like your- self for the last 17 years. Andrea brings her experience of being Chief Operations Officer for 39 medical practices over 13 years to the table.
More importantly, Andrea strives to make life easier for people and those important to them.
Yvette Broder runs a financial services boutique called Wealth Strategies in Davie, Florida. Wealth Strategies is in its 19th year of business. She works with retirees and families that want to preserve their nest egg as much as possible and enjoy a comfortable life. Yvette has become a “go to person” for people who want to take the guess work out of retirement and their family’s future. With over 28 years in the financial services industry, 100s have benefited from her experience. She is focused on family goals and your peace of mind.
Through her honest and caring approach, people are aided in simplifying and conserving their futures. Her experience and compassion makes it easy for people to identify and pursue their long-term goals and produce results. She speaks to families who want a more tailored and specialized approach that ultimately establishes control and predictability.
In her work, Yvette targets critical areas that challenge pre-retirees and retirees. This includes concerns of out living your income, not leaving your estate to Uncle Sam, living at home instead of a nursing home, business succession planning and keeping your estate in your bloodline.
As a highly skilled liaison, Yvette facilitates the successful implementation of financial strategies through collaborating with your or her attorneys and CPAs. This holistic approach helps people create and implement an estate structure and family plan tailored to their specific needs. An on-going review process is set up to monitor results and make necessary adjustments.
Yvette has a Bachelor of Science degree from the University of Florida, co-created an advanced estate planning seminar system that was sold nationwide by one of the largest financial seminar developers. Also, Wealth Strategies has conducted these same seminars in numerous states coast to coast. She has been a member of the prestigious Million Dollar Round Table (MDRT) association for the last ten years, Court of the Table for two of those.
Yvette is constantly adding to her knowledge base through personal growth workshops and continuing education seminars.