~ FORESIGHT AND PLANNING ~

GUIDING SMART INDIVIDUALS
TOWARDS WEALTH ACCUMULATION
& DISTRIBUTION

COMPLIMENTARY CONSULT

DELIVERING FINANCIAL SOLUTIONS FOR LIFE

PRINCIPAL PROTECTION

Protect your principal while guaranteeing lifetime income.

HEALTH CARE CRISIS

Long-Term Care Coverage without paying premiums and NO Underwriting!

TAXATION

Turn your taxable IRA and 401K into a Tax-Free account. Generate Tax free retirement income.

RUNNING OUT OF MONEY

Get guaranteed income that you cannot outlive.

INFLATION

Maintain your purchasing power. Preserve your retirement lifestyle despite rising inﬂation.

SOCIAL SECURITY

Reduce or potentially eliminate taxes on your Social Security income.

INDIVIDUAL SOLUTIONS

RESERVE A DISCOVERY CONSULT TODAY

Spend a NO OBLIGATION IN-PERSON session with CEO Fred Schwartz 610.633.0202

What sets us apart.

Every plan starts with a conversation about your hopes, dreams, desires, and even your fears. By taking a look at where you are, we can better understand where you want to be. We will meet periodically to review your needs and goals. As your goals change, your financial plan may too - and we'll be there every step of the way.

We start by understanding your short- and long-term financial goals and building a relationship based on transparency. Then, we create and implement measures designed to protect and enhance what matters most to you.

Ultimately, creating a comprehensive retirement plan involves careful consideration of your financial standing and making strategic decisions to ensure a comfortable retirement.

Fred Schwartz, CEO

BOOK APPOINTMENT

POISED FOR THE LONG RUN

Individuals and families can count on our advisors to deliver thoughtful advice in all aspects of your lives.

Assessing your current retirement savings and determining whether it aligns with your future needs is also important. If you find yourself falling short, exploring ways to increase your savings or adjusting your expenses can help bridge the gap. This might involve downsizing your living situation, cutting back on non-essential spending, or finding additional sources of income.

REQUEST APPOINTMENT

Our success is based on the results and performance we generate for our clients.

In my work, I take the time to understand the investment needs and risk tolerance of each prospective client and customer. This comprehensive evaluation enables me to develop the tailor-made retirement plan that best meets my clients’ short and long-term objectives.

" I have worked with Fred for over 20 years. Fred is passionate about his work and dedicated to his clients. He will get to know you and what matters most to you. He will tailor a personalized plan to help you get to where you want to be. He cares about you and your family as he would his own. Put your trust in Fred and you won’t be disappointed. "

- DG, PMA Capital

Proven retirement planning strategies that may help you protect your assets, maximize your retirement income, minimize your taxes, and secure your financial future.