Book a free, no-obligation introductory consultation to see if a Wealth Protection Plan is right for you.
Thank you for your interest in our wealth protection plan.
Since 1984, we’ve helped more than 15,000 customers and clients protect their assets. Now we hope to help you do the same.
The first step is a call with our associate Paul Castillo. He’ll help you decide whether our services are going to be able to help you achieve your goals in this area.
Please Note: Although we do our best to help anyone with an interest in our services, our private wealth protection planning is designed for clients who have a net worth of at least USD $1 Million and/or annual income of $200,000.
3 Key Facts About Paul
- Member of the Nestmann team since 2016. Has personally helped hundreds of clients over that time.
- A frequent traveller… perhaps the most frequent traveller on the team!
- A firm libertarian who is deeply concerned about government overreach.
Important Note: A 30-minute consultation with this associate normally bills out at $100.
But we understand that you aren’t yet ready to commit to any fee until you know what we can do for you. So we are waiving it in this case.
However, please note that we reserve the right to add the fee back at any time and without notice.
To book in your call, please complete the brief form below so that Paul can properly prepare. He’ll then reach out to set up a time to chat with you in more detail.