Retirement Planning & Estate Planning

Retirement Planning & Estate Planning


Our retirement planning support doesn’t end after the planning process. Even after you retire, we are here to help you determine how to receive your retirement benefits in a tax efficient manner and position those assets to complement your retirement needs going forward. By focusing on asset preservation, we help our clients protect what they have worked a lifetime to accumulate. In our financial designs, we account and plan for unforeseen contingencies such as long term illness, disability and market volatility. Through the use of financial engineering, we aim to enhance our clients’ assets, increase retirement income options and offer tax reduction strategies.

Estate Planning

The next step after retirement; we work closely with your designated estate planning attorney, accountant or trust service organization to implement strategies to attain your goals. Trusts can be used to avoid probate or reduce estate and income taxes. They can also be used to transfer assets for the protection of your heirs to avoid taxation of life insurance in your estate or to keep assets intact while paying income to whomever you designate.

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website.  Fixed Insurance products offered through National Insurance Corporation (NIC).  Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. We currently have individuals licensed to offer securities in the states of Delaware, Pennsylvania, New Jersey, Virginia, Florida, Rhode Island, Massachusetts, Ohio, Illinois and California.  This is not an offer to sell securities in any other state or jurisdiction.

Investments may lose value. Not FDIC Insured.

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