Defend the retirement you worked hard for
I help you protect it, grow it, and make sure you keep every penny that belongs to you.
POISED FOR THE LONG RUN
Planning Financial Solutions For Life
For more than 40 years our paramount priority has been Retirement Planning for individuals and business owners. We’d like to call the category: “Seasoned Adults.” As more baby boomers approach and enter retirement, I have remained focused on helping these “Seasoned Adults” secure their future in this changing and evolving economic climate.
With Taxes always on people’s minds and at the forefront of their financial security, we thought it was extremely important to understand the tax-codes and utilize it to your advantage no matter what stage of life you are in. I am dedicated to helping you create strategies that will provide tax free income, for individuals and business owners.
Retirement Income Strategies
Life expectancy in the United States is at an all-time high. While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.
Annuities
A recent study found that 67 percent of Americans indicated they would be willing to give up smaller pay increases in exchange for steady and reliable income in retirement. In the same study, 78 percent said the disappearance of pensions has made it harder to achieve the American dream.
Asset Protection
You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worry about what the market’s doing? Diversifying your retirement assets among a variety of vehicles — may offer you the best chance of meeting your retirement income goals.
Federal Benefits
We provide specialized guidance for individuals with federal employment backgrounds, including current and retired federal workers. From FEGLI and TSP optimization to FERS/CSRS pension analysis and survivor benefit planning, we break down how each benefit works and how it integrates with your broader retirement strategy.
RESERVE A DISCOVERY CONSULT TODAY
Spend a NO OBLIGATION IN-PERSON session with CEO Fred Schwartz
What sets us apart
Every plan starts with a conversation about your hopes, dreams, desires, and even your fears. By taking a look at where you are, we can better understand where you want to be. We will meet periodically to review your needs and goals. As your goals change, your financial plan may too – and we’ll be there every step of the way.
We start by understanding your short- and long-term financial goals and building a relationship based on transparency. Then, we create and implement measures designed to protect and enhance what matters most to you.
Ultimately, creating a comprehensive retirement plan involves careful consideration of your financial standing and making strategic decisions to ensure a comfortable retirement.
