PLANNING FINANCIAL SOLUTIONS FOR LIFE
PRINCIPAL PROTECTION
Protect your principal while
protecting lifetime income.
HEALTH CARE CRISIS
Long-Term Care Coverage without paying premiums and NO Underwriting!
Turn your taxable IRA and 401K into a Tax-Free account. Generate Tax free retirement income.
RUNNING OUT OF MONEY
Get income that you cannot outlive.
INFLATION
Maintain your purchasing power. Preserve your retirement lifestyle despite rising inflation.
Reduce or potentially eliminate taxes on your Social Security income.
RESERVE A DISCOVERY CONSULT TODAY
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
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.
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.
ARTICLES
Information compiled and provided by The Wealth Defender
GET IN TOUCH
LET'S GET STARTED.
875 North Easton Road, Suite #2
Doylestown, PA 18902
email:
CLICK TO CALL