Gus Dekavallas
Financial Services Representative
As a former business owner, I understand the issues that many business owners face. After selling a successful business and entering financial services over 26 years ago, I have built an enviable financial services business earning top company and industry honors. At Intouch Wealth Advisors, I assist in helping individuals and small to large business owners recognize their financial objectives.
My areas of focus include business, business owners, pre-retired and retired markets:
Financial Position Analysis Protection Investment
Cash reserve strategies Life insurance Asset allocation modeling
Debt management Disability Income Insurance options Risk tolerance
Cash flow management Long term care insurance Education Funding
Net worth Business succession Diversification strategies
Tax Reduction Strategies Retirement Planning Estate
Business ownership 401(k) & IRA Rollovers Asset ownership
Non-Qualified investment planning Retirement distributions Trust
Tax reduction strategies Pre- 59 ½ strategies Trust funding
Tax deferral methods Social Security Strategies Charitable giving strategies
Risk tolerance transitions
Note:Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
I was born in Lemnos Greece and moved to Arizona when I was 8 years old. I am married and have 2 sons and 4 grandchildren.
Licenses and Designations
I have earned Series 6, 63 securities registrations and Life/Health licenses. I am a perennial Conference qualifier and Million Dollar Round Table lifetime member.
Personal
I enjoy spending time with my family at our homes in Show Low, AZ, and Rocky Point, Mexico, and golfing.
Neither Intouch Wealth Advisors, MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.