Gary R. Polk is the Founder and President of Strategic Wealth Advisors, a financial services organization. We offer all forms of life, disability, critical illness, and long-term care insurance, annuities, and insured managed accounts. Our plans provide for guaranteed retirement income.
Gary has lived in South Florida his entire life and has worked in the financial services industry for 30 plus years. After graduating from the University of Florida with a major in accounting, he worked for the IRS as an examining revenue agent and as a CPA with local public accounting firms, specializing in taxation. Gary has spent the majority of his career helping clients plan for retirement, growing and preserving their assets, and future income, while reducing risks and taxes. His expertise with family and business insurance matters makes his advice invaluable to clients; considering the possibilities of living a long life, dying too soon, becoming disabled, or needing extended care. Gary specializes in wealth transfer, retirement income and long-term care planning strategies.
Gary works with individuals, families and business owners to create and implement customized financial strategies. His approach is to educate and empower them – designing lifelong plans which create tax advantaged wealth and retirement income, while assuring safety and control. He welcomes opportunities to do so via face-to-face meetings, webinars, as well as seminars and workshops. He is a popular speaker for groups and organizations on an array of topics, and has hosted local radio shows, “Tax Free Retirement” and “Smart Money”. Gary has written articles and has contributed to the business column in the Miami Herald, “Ask the Experts”. He is an active member of the Rotary Club of Weston, and a guest speaker at other Rotary chapters.
Mr. Polk holds the following professional designations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified in Long-Term Care (CLTC). These credentials reflect Gary’s commitment to his career and business, with the ultimate goal of providing the best service to his clients and community.
Copyright © 2019 Gary R Polk | All Rights Reserved