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FORESIGHT AND INFORMATION

GUIDING SMART INDIVIDUALS
TOWARDS WEALTH MANAGEMENT SOLUTIONS.

DELIVERING FINANCIAL SECURITY 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.

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RESERVE A DISCOVERY
CONSULTATION TODAY

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

610.633.0202

IT'S YOUR FUTURE...LET'S TALK !

 

Taking stock of your current financial situation is crucial when planning for retirement. Evaluating your income, expenses, debts, and assets can help you understand where you stand and what adjustments you may need to make to secure your future.

Prioritizing the repayment of high-interest debt, such as credit cards or loans, is a wise strategy as it can free up more resources for retirement savings and reduce the burden of interest payments over time.

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.

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

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Fred Schwartz, CEO

My success is based purely on the results and performance I generate for my clients.

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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.

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As you progress in your career, this question likely becomes louder. Thankfully, there are a number of solutions and strategies that can be employed to help individuals in your position answer this question. This guide provides wealth-building insight and a high-level overview of one potential solution.

READ THE FULL REPORT

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" 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 personalize 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

GET IN TOUCH

LET'S GET STARTED.

875 North Easton Road, Suite #2

Doylestown, PA 18902

CLICK TO CALL

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