Download the Retirement Planning Book

If you’re already retired or hope to retire one day, this book is a must-read!

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Planning is different than investing.

Financial planning involves a big-picture look at your finances, answering questions such as, “Can I afford to retire?” and “How much money can I spend?”

How can we help?

We look at your cash flow (both now and anticipated in the future), advise you how much to save/spend, and choose appropriate investments to best meet your needs.

Creating a financial plan takes 3 steps:

  • Gather your data. We need information about your current investments (including brokerage accounts, pension plans, keren hishtalmut, kupot gemel, keren pensia), your financial and life goals, and your risk tolerance. Download forms and trackers to help you organize the information.
  • Analyze the numbers. We consider all aspects of your situation to determine what you need to do in order to meet your goals. We analyze your assets and cash flow, and recommend speaking to insurance, tax, and legal advisors as necessary.
  • Make recommendations. We recommend an asset allocation and plan of action based on your individual financial objectives. We open a U.S. investment and/or retirement account for you and begin to implement the financial plan.

Financial planning is an ongoing process, not a static document. Your life changes. The markets change. The economy changes.

We stay with you along the way and work with you to adjust and update your plan so that it continues to serve your needs.

Request a financial planning meeting