01
Guiding all your critical decisions.
Planning for retirement involves more than just financial considerations—it's about seamlessly transitioning into a new phase of life. We provide thoughtful guidance on critical decisions such as when and how to claim Social Security benefits, understanding Medicare deadlines and options, managing required minimum distributions, and assessing the need for long-term care insurance. We also assist in exploring elder care options, so you have a comprehensive plan that aligns with your unique circumstances and goals.
02
Securing your future.
We work hard to ensure your financial plan not only supports your lifestyle but enhances it. We manage the complexities of retirement planning so you can embrace this new chapter with confidence and ease. Whether it’s optimizing your income stream, protecting your assets, or planning for potential healthcare needs, we’re committed to helping you achieve a fulfilling and secure retirement lifestyle.
03
Proactive support.
We anticipate and address life’s unexpected challenges, providing continual wealth management advice and solutions to sustain your lifestyle. From digital security measures to enhanced travel arrangements, our proactive approach ensures you’re prepared for whatever life may bring.
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Our Recent Insights
David Levitt
5 Blunders to Avoid in Implementing Your Estate Planning
David Levitt, Client Advisor, identifies the top five estate planning mistakes and offers sage advice to ensure your legacy is preserved and your wishes are fulfilled.
Candace Lee
Choosing the Right Donor-Advised Fund for High-Net-Worth Individuals
Learn how to choose the right donor-advised fund to maximize your charitable impact, ensure flexibility, and make the most of your philanthropic dollars.
Barry Glassman
Glassman Wealth Surpasses $2 Billion Assets Under Management
Barry Glassman writes why these milestones typically don't matter to clients, but in this case it really does. (AUM as of February 29, 2024)
