We have assembled a team of experts in the fields of Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, all types of Mortgages, Business & Personal Insurances as well as Wealth Management. Working together we are able to facilitate all your needs in planning your retirement in the comfort of our newly renovated office space! We are conveniently located in the heart of Village of Lindenhurst and will make it easy for you to bring your retirement goals to fruition.
We are a group of Retirement Specialists who are passionate about helping neighbors in our community enjoy their retirement by ensuring they are financially prepared. We will help you safeguard the dreams you have strived to achieve and the assets you have worked so hard to accumulate, so you may enjoy your retirement worry-free. We have the tools and resources available to protect you and your loved ones, ensuring that you have the right retirement financial planning in place to protect their future as well as your own.
The Retirement Center is run by a group of young Retirement Specialists who are residents of Lindenhurst. Our goal is to create a resource rich environment where local residents can come and ask questions without the threat of being sold something. Business would be a natural occurrence if and only if a client felt confident in the recommendations shared by each independent advisor. Our services help all age groups. We strive to actively educate the community and give clarity on which options are best for Medicare, Social Security, Estate Planning, Retirement Financial Planning, Financial Planning, Mortgages and Business Insurance.
Please reach us at if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance and estate planning.
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