Listed below are just some of the available services and products. Please call 732-895-9755 and schedule a consultation to discuss your individual needs and questions.
Fixed Index Annuities
A valuable financial vehicle for retirement savings. They offer safety and guarantees along with growth opportunity to help your retirement savings keep pace with inflation.
Social Security Benefits Maximization
An important area of expertise to maximize Social Security payments for married, single, divorced and widowed participants. Different strategies are applied based on income levels, age, and asset base.
An effective estate plan should determine the eventual destiny of your assets. This is an ongoing process and should be started as soon as one has any measurable asset base.
With proper guidance and strategy, you will not be taxed on non-appreciated/surrendered annuities. The aggregation calculation is a vital component of non-qualified(an annuity funded with after-tax dollars) annuity planning
Retirement Income Planning
In addition to determining the mix of investments that are right for you, it is important to think about the timing of your investments. Even if you are not retiring for a few years, you may choose to make a few investments now so that you have the potential to lock in some additional security and give yourself a head start on the retirement you desire.