Who we Serve
We’ve got you covered
Pre-Retirees Preparing for the Next Chapter
If retirement is just around the corner, now is the time to make sure you’re ready. We guide you through:
- Employer-sponsored benefits and retirement transitions
- Evaluating annuities and income solutions
- Balancing investments with your risk tolerance
- Building a reliable retirement income stream that supports your lifestyle goals
Retirees Seeking Ongoing Guidance
Already retired? The decisions don’t stop. We continue to support retirees by:
- Managing and adjusting investment strategies as needs change
- Reviewing Medicare and healthcare coverage each year
- Ensuring income strategies remain sustainable and tax-efficient
- Offering ongoing advice for peace of mind at every stage of retirement
Seniors Exploring Medicare
For many seniors, Medicare feels like a maze of rules and options. We help you:
- Choose the right Medicare plan for your health and budget
- Understand supplemental coverage options
- Avoid costly mistakes by planning around prescription drug needs and out-of-pocket costs
- Align healthcare coverage with long-term retirement income strategies
Professionals Under the Age of 40
Building wealth early creates freedom later. For professionals under 40, our focus is on laying a strong financial foundation that grows with you. Whether it’s making the most of employer benefits, starting a retirement savings strategy, or protecting your income with the right safeguards, we help you set the stage for long-term success. With the right planning now, you gain the confidence to pursue opportunities today while securing tomorrow.
Federal Employees and Retirees
You’ve worked hard serving the public, and now it’s time to make the most of your benefits. We help federal employees and retirees understand and coordinate:
- FEGLI coverage and life insurance options
- Federal Employee Health Benefits (FEHB) and Medicare integration
- Thrift Savings Plan (TSP) withdrawal strategies
- Retirement income planning designed to protect what you’ve earned
Why It Matters
Every group we serve faces unique challenges, but the common thread is the need for clarity, confidence, and support. No matter your situation, we’ll meet you where you are and help you move forward with a plan that makes sense.
Call to Action
Every group we serve faces unique challenges, but the common thread is the need for clarity, confidence, and support. No matter your situation, we’ll meet you where you are and help you move forward with a plan that makes sense.
GET IN TOUCH WITH US
Schedule a Consultation
Are you prepared to have a financially secure future?
Call us today at (212) 951-7376 to make an appointment!