"If You Fail to Plan, Plan To Fail"
- Benjamin Franklin
Honest, Independent, Objective Financial Guidance
Don't Worry About The Future, Plan For It
We Help You
PRESERVE WEALTHINVEST WISELYBE TAX SMARTRETIRE SAFELYMAINTAIN INCOME & LIFESTYLE& TAKE NO MORE RISK THAN NECESSARY
We focus on retirement, safety of principal, investment, tax minimization, insurance & income solutions for families, business owners & retirees
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Review existing life insurance policies to maximize policy value for Individuals & Businesses*****Reposition assets to help minimize taxation on investments, estate and retirement income*****Create low risk, guaranteed and predictable retirement income streams*****Design tax free supplemental retirement income strategies*****Provide businesses with qualified & non-qualified executive compensation, retention and retirement income solutions*****Provide managed Investment solutions that target reasonable returns and minimize downside risk*****Create transition strategies from the asset accumulation to distribution phase*****Coordinate retirement income, long term care, social security & medicare supplement planning*****Provide appropriate 401K / IRA rollover options & portfolio review
*****************************Our focus is on safe money strategies & alternativesWe build solutions to help our clients achieve their goals regardless of market volatility
It’s never a bad time to speak with your financial advisor about changes in your situation.
Contact us today for a no obligation financial or Insurance review
We provide objective advice, attention to detail and a commitment to our clientsso they can plan wisely, make sound decisions and focus on family and business
Not sure about your coverage? Need a Policy Review? We'll help you determine the correct type and amount of coverage to protect your family or business. We run quote comparisons from dozens of carriers to find the best rates.
Will you have enough income for a long retirement? What are the risks to retirement success? We create customized retirement plans based on your goals and best interests.
We focus on securing your business and future with executive compensation, retirement income, buy-sell, key man coverage, pension/401k planning, group benefits and help to attract, retain & reward the best employee's
Traditional and Asset Based long term care protection strategies tailored to your goals..We'll incorporate your LTC needs into your overall retirement strategy
Turning 65 soon? Medicare won't cover all of your medical costs in retirement. We'll help you choose a plan to fill the gaps in coverage. We'll make it simple to understand your medicare supplement & advantage plan options
Concerned about making sure your family is secure regardless of life's twists and turns? We'll provide strategies to protect your income source in the event of income loss due to a disability
163 Madison Avenue Suite 220 Morristown, NJ 07960Call or email us to discuss your financial concerns or to get an insurance quote. We look forward to working with you...973-285-1040
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163 Madison Avenue Suite 220Morristown, NJ 07960
Phone: 973-285-1040Mobile: 862-219-8510
Mon-Fri: 8:00 AM - 8:00 PM Sat: 9:00 AM - 4:00 PM Sun: By Appointment
How can we help? Request a quote or policy review... or a no obligation consultation...973-285-1040