Our Specialty is
RETIREMENT PLANNING
What is Retirement Planning?
01
Retirement Asset Management
With our cashflow-based approach to wealth building, we’ve designed strategies to build your net worth, so you can maintain your wealth and spend what you need in retirement.
02
Retirement Income Planning
We work with you before and during retirement to create and maintain an income strategy suited for your retirement.
03
Wealth Accumulation Strategies
With a healthy array of curated portfolios, we help ensure you get to retirement with the wealth you deserve.
04
Tax Planning
Not only will we design strategies to reduce your tax burden, but we also design tax-efficient wealth-building strategies.
05
Risk Analysis and Management
Making sure all of your potential risks in retirement are taken care of is important, so we work with you on insurance, LTC, longevity risk, etc.
06
Estate Planning
Taking care of your loved ones, and protecting what you’ve built throughout your life is just as important as creating it.
Meet the Team
Jonathan Pagano
Co-Founder, Senior Partner, Portfolio Manager
Michael King
Co-Founder, Senior Partner
Zachary Pagano
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