23 North Avenue East
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Making the most of your employer-sponsored retirement plans and IRAsDetermining how much you need to retire comfortablyManaging assets before and during retirement
Looking for ways to help reduce your current and future tax burdenReferring you to qualified tax specialists
Reviewing your wills and trustsHelping preserve your estate for your intended heirsHelping with beneficiary designationsReducing exposure to estate taxes and probate costsCoordinating with your tax and legal advisors
Reviewing existing insurance policiesRecommending policy changes when appropriateFinding a suitable policy for your situation
Recommending investment and accumulation strategies to help you pay for your children's education
Determining your asset allocation needsHelping you understand your risk toleranceRecommending the appropriate investment vehicles to help you strive toward reaching and exceeding your goals
Reviewing family-limited partnership and transferring business assetsBuy-sell agreements
Helpful strategies aimed toward maximizing your Social Security benefits in various situations
Philanthropic planning strategies, tools, and techniques for donors to implement
email@example.com | 908-272-8800