If you are retired or near retirement age and have questions about your finances, you need to
contact us. We have been helping people since 1981 and can answer the questions you have as you
approach your retirement years. We can offer valuable advice that may stretch your retirement
dollars further as well as may be able to increase your income in your retirement years.
No one should retire without first getting financial advice. Questions about the right age to
begin collecting Social Security are not the same for everyone. You also need to know the best
possible way to invest your money during retirement. Everyone understands the need for security
for their retirement funds, but this does not mean that there will be little or no return on the
principal.
We have the knowledge and access to what we feel may be the best possible investments for your
money during your retirement that may be alternative to other choices. Different types of
investments can make a significant difference in you standard of living during your retirement.
We are not accountants but do focus on ways we can effectively help focus on minimizing your
tax burden*. Every dollar saved on taxes in your retirement years can help.
If you have recently retired, it is not too late to get valuable advice from us on how to
maximize your retirement assets. There is nothing to lose by contacting us because we never
charge for talking with or meeting with us including an initial consultation.
We are located in Cherry Hill, NJ and serve the community throughout the tri-state area
including the people of neighboring Philadelphia. Call
us today and make an appointment. Your retirement years should be the best years of your
life, and it is our job to try to help make sure that you get as much from your finances in
retirement as you possibly can.
