Our Team - Legasure

The Legasure Team

Stephen Gilbert

Partner

Steven J. Gilbert is a Partner at Legasure with over 30 years of success in the estate and retirement planning industry.

Originally born in New York and raised in Miami Beach, Steve has called South Florida home for many years. After studying and understanding the intricacies of the financial services industry, he quickly determined that tax and estate planning are integral parts of financial success and became committed to helping families and individuals achieve their financial goals. Steve saw the need for proper financial planning when he lost his father at a young age and watched his mother struggle financially to make ends meet. Now, as a father of four children, Steve is determined to protect his family’s legacy and helps his clients implement the same strategies. He prides his business on guiding his clients to take advantage of innovative strategies whose benefits provide tax-free income, legacy maximization, and growth opportunities with limited downside risk.

Steve has been featured in Forbes Magazine, Morgan Stanley Newsletters, Universal Financial Consultants webinars and Marketing campaigns, Mission Matters Podcast on Tax Free Retirement Income, Redwood Tax Specialists

Let’s discuss how we can help protect your wealth and secure your legacy.

Schedule a call with our experts.

Schedule Call

Request an email from our experts.

VISIT OUR HEADQUARTERS

Legasure LLC | 851 Broken Sound Parkway NW, Suite 280, Boca Raton FL 33487
Phone: (561) 367-5330 | Email: info@legasure.com

Nothing contained in this message is intended or written to be used, nor may it be relied upon or used, (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended and/or (2) by any tax payer to file his or her federal income tax return and/or (3)by any person to support the promotion or marketing of or to recommend any Federal tax transaction(s) or matter(s) addressed in this message. Forward-looking Statements and Dated Information: Press releases, conference calls, SEC filings and other financial news and informational items posted on, or accessible from, this email are presented for historical purposes only. Each such item was released or published as of the date indicated on such items, which, in some cases, was substantially in the past, and reflected management views about the subject matter of the item as of that date. Certain matters discussed in these items, including any statements that are predictive in nature or concern future market or economic conditions, business or prospects, or our future plans of action or their expected results, are “forward-looking statements” made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based largely on expectations and beliefs, at the time they were made, concerning future events that are subject to substantial risks and uncertainties. Actual results often differ materially from those expressed or forecasted in forward-looking statements. We do not undertake any obligation to update any factual, historical or forward-looking statements on our emails, except as required by federal securities laws, and you need to read such items with that in mind. No offer or solicitation to buy or sell securities or securities derivative products of any kind, or any type of trading or investment advice, recommendation or strategy, is made, given or in any manner endorsed by Mutual Trust Co Of America Securities. Past performance, whether actual or indicated by simulated historical tests of strategies, is no guarantee of performance or future results.