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Plan now.

Retire well.

We create financial plans with your retirement future in mind.

Who We Help

Our firm works with people who are:

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Starting to Plan for Retirement

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Near Retirement

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Recently Retired

Concerns We Address

1. Risk of possible market decline and investment losses.

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We believe risk is the No. 1 concern to address when nearing or in retirement. In retirement, losses hurt more than gains help. You also won’t have the luxury of being able to wait years for the market to recover just to get back to even.

2. Coordinating, consolidating and managing retirement accounts.

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Our clients have spent years building their savings in accounts such as IRAs, 401(k)s, 403(b)s, pensions and other savings vehicles. When it’s time to retire, it may make sense to consolidate accounts and coordinate investments to meet your income, lifestyle and risk goals. Our mission is to make this area of planning as clear and
straightforward as possible.

3. Creating a plan to retire comfortably.

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We believe it’s important to have a written plan that details your strategy to generate enough income – and the sources of that income – once retired. While no two plans or situations are the same, we believe in designing simple, straightforward and personalized plans that give our clients confidence when answering the question, “How can I/we retire comfortably?”

4. Possibly losing a lifetime of savings to long-term care costs.

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Almost everybody knows a family who has been affected by a loved one needing long-term care. As most people know, these costs are astronomical and can be devastating. This is why LTC costs are the biggest reason seniors lose their lifetime of savings, including their homes.

5. Having proper legal documents to protect a lifetime of savings.

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Simply put, these legal documents are for the purpose of protecting your assets while you’re alive, and directing where your assets will go when you pass.

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INSTANT DOWNLOAD

Plan Now. Retire Well.

This book will help you address key retirement questions such as:

  • When is the best time to take Social Security?
  • How can you potentially reduce your tax load?
  • How can you build your own paycheck in retirement?
  • What can you do to prepare for long-term care expenses?
  • How can you mitigate risk?

Watch our story

And how we can make a difference for you.

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INSTANT DOWNLOAD

Safely Rappel Down the Retirement Summit!

You need gear and a guide to descend the retirement mountain with care, but what else is necessary? Download this 12-page guide to discover:

  • The four retirement-related questions you should answer today
  • Why your retirement finances might require more planning
  • Where to turn for financial planning guidance

Get to Know Our Team

Our mission is to help individuals and families achieve their ideal retirements.

MEET OUR FOUNDER

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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DAVID S. CORMAN
PRESIDENT

SERVICES WE OFFER

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
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The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

 

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or give us a call at 781-535-6133