No matter what stage of life you find yourself in, as a financial professional working with individuals and businesses, I can help find solutions to your financial challenges. So whether you're "just starting out," settling into retirement" or somewhere in between, let's discuss your current financial situation, goals and challenges.
Together we'll review your insurance needs and goals, adjust strategies as needed, and I will provide you with various options to make sure that we are providing the right solutions to your financial challenges.
We serve clients in Sussex County, Morris County,Warren County,Hunterton County,Somerset County,Union County,Bergen County
With people living longer, we're challenged to finance retirements that could last 20 to 30 years or more. Over the last generation, the number of private sector workers with traditional pensions has declined significantly. Health care and other costs in retirement keep rising.
Add it up, and it means people today shoulder more personal responsibility to finance longer and more expensive retirements. This calls for a fundamental shift in the way we plan for retirement, from just accumulating savings to planning for lifetime income.
Asset Protection and Risk Management
Investments and Retirement Planning Needs