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What We Offer You

In reality, to a large extent, the amount of assets you have accumulated over your working life has less to do with making it in the long run. Rather, it has a lot more to do with how much increasing, sustainable income you can create from what you have.

There is a world of difference between saving for retirement and relying on your savings for a regular paycheck for the rest of your life.

How do you do that?

Here we have a unique skill-set that we have and provide to you. We create a written, easily understood and conservative lifetime income plan to create enough cash flow for you and your spouse if you’re married for as long as you both live.

Unfortunately, today many financial advisors treat their 60+ year old clients the same way they treat a 30 year old client, just with a bit more conservative ‘asset allocation’ mix. WE THINK THAT IS A MISTAKE! You have one shot at getting this right, and this phase of your financial life is far more complex than when you were in your 30s and 40s.

There's a funny story that floats around the financial planning world where a guy said that he thought the perfect retirement plan would be one where the only check that bounced was the one written to his undertaker.

Unfortunately, most of us have no idea how long either we or our money are going to live and many of us are living longer…we have a good chance to make it to 90 or 100!

So we need to make sure your money is around as long as you are. Your job is to keep yourself going and our job is to keep your money going.

The bottom line is: Our firm specializes in helping Baby Boomer’s navigate the second half of their financial life.

For more information please call (732) 455-9990 or email [email protected]