Gus Dekavallas

Gus Dekavallas

Financial Services Representative

Domicile State: AZ
California Insurance License #: 0B21226

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 Planning               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.

Phone (480) 638-2232
Fax (480) 638-2200