Risk / Wealth Management & Financial Planning
Risk Management is often a pillar of your personal financial strategy...
At the Retirement Center we strategize your plan, identify, quantify, and prioritize risk, even as we work to mitigate it. Our strategic approach to risk is positioned to differentiate the client experience. Our comprehensive array of insurance products is designed to meet the personal insurance needs of affluent individuals and families. We provide service to clients with a wide range of financial planning needs, for individuals, families and business owners with substantial assets, requiring a highly customized approach designed to manage risk and protect both assets and loved ones for all.
Our Retirement Specialists provide solutions that are best for your individual situation. We also partner to address insurance needs related to complex estate planning and wealth transfer issues of our clients. Your overall retirement roadmap may have a variety of nontraditional needs, so the Retirement Center creates an understanding of how Health Insurance, Medicare, Long-Term Care and Life Insurance may fit into your plan.
In our retirement years, we all face a major risk of a long-term care event that can be financially devastating. Incorporating lifetime income into your retirement financial planning is important because without income, there is no real retirement. We will create a tailored retirement and financial plan to determine whether an insurance solution is right for you.
Legal Services, Mortgages and Estate Planning
Christina Sammartino - Attorney At Law
Christina Sammartino of Sammartino Law is one of our retirement specialists that is uniquely experienced in the areas of Elder Law, Estate Planning Wills & Trust, Medicaid Planning & Applications, Estate Probate & Administration and Guardianship. In addition, she can help both new and existing home-owners facilitate all types of mortgages such as a Reverse Mortgage, Reverse to Purchase, New Purchases, Refinances, Commercial and Non-QM-ITIN, 1099 & Bank Statement Loans.
Driven by personal experience, Christina developed a passion for estate planning after witnessing the complications that arose from her grandfather’s passing without a proper estate plan. This firsthand encounter underscores her commitment to helping others plan and avoid similar challenges. Christina resides in Lindenhurst with her husband, two children and a dog, deeply rooted in the Long Island community.
Personal / Business Insurance for Restaurants and Contractor
Get Better Coverage and Rates
Our dedicated staff of insurance professionals are here to assist you in securing an insurance policy to protect you and your loved ones for years to come. We have a vast knowledge of all types of insurance and a strong working relationship with many carriers, equipping us to shop for the best policy that meets your specific needs. Our job is to help you navigate through the sea of policy options and clarify any questions or concerns you may have along the way.
We treat each individual with respect and compassion. Shopping for insurance can be difficult, but our staff does the work for you. Maintain your peace of mind knowing that our insurance professionals have your back. At the end of the day what separates one agent from another is their ability to proactively service their policy holders and their knowledge of the insurance industry, products, and different situations that may present themselves to their clients.
