Marcus Johnson, Chief of Staff, American Standard Gold
Professional Referral for Isaac Salcido
Referred by Marcus Johnson, American Standard Gold
I’ve had the privilege of knowing and collaborating with Isaac Salcido for several years, and I recommend him without hesitation to any high-net worth individual, business owner, or professional advisor seeking sophisticated financial and tax strategies executed with absolute precision and integrity.
Isaac is among the very best in advanced wealth planning. His expertise spans the full spectrum of high-level solutions that most advisors either don’t understand or aren’t willing to implement correctly:
Advanced tax planning and tax-efficient structuring
Strategic retirement design, including maximum-funding 412(e)(3) fully insured plans, defined benefit plans, cash balance hybrids, and other pension-engineering techniques
Offshore planning and foreign trust structures (when appropriate and fully compliant)
High-level estate planning and generational wealth transfer
Robust asset protection strategies
What truly sets Isaac apart is his uncompromising compliance-first philosophy. Everything he designs is
100% IRS, ERISA, and FINRA aligned—no shortcuts, no gray areas, no “aggressive” interpretations that
leave clients exposed. In an industry where corners are often cut, Isaac’s structures are built to withstand
scrutiny from the most sophisticated auditors and regulators.
He works almost exclusively with high-net-worth and ultra-high-net-worth clients—successful
entrepreneurs, real estate investors, professionals, and families who have complex businesses, substantial
real estate portfolios, international assets, or complicated tax situations. These are the types of cases that
demand flawless execution, and Isaac consistently delivers.
Isaac also excels at quarterbacking large advisory teams. He routinely coordinates with CPAs, estate-
planning attorneys, enrolled actuaries, family-office executives, and other specialists to ensure every piece
of the plan integrates perfectly and serves the client’s broader objectives.
Finally, Isaac treats every client relationship with the highest level of confidentiality, discretion, and
professionalism. Sensitive financial matters stay sensitive.
If you or your clients need bulletproof, creative, and fully compliant solutions for tax reduction, retirement
accumulation, asset protection, or estate planning, Isaac Salcido should be your first call. I trust him
completely with my own high-level referrals.
Feel free to reach out to me directly if you’d like to discuss my experience working with him.
Sincerely,
Marcus Johnson
Chief of Staff
American Standard Gold