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Homepage 2019-05-22T19:36:45-04:00

SECURE YOUR FINANCIAL FUTURE

Retirement is not what it used to be. You may want to keep working, or volunteer more. Maybe you want to start a business, or even go back to school. In the next phase of your life, you may want to spend more time with your grandchildren — or travel the world. No matter what future you want to design, you want to feel secure about it. Let us help you plan for that future.

Who We Help

If you’re nearing traditional retirement age and you want to plan wisely for what’s coming next, we can help.

How We Help

We carefully consider what matters most to you and deliver a plan to make that happen.

Take the First Step

Are you ready to put your plan in place for the next stage of your life? Schedule an introductory call.

401k Services

Are you an employer who wants to improve or outsource your 401k plan?
Let’s review it.

Meet the Team

Evan Levine and Nainesh Shah enjoy working with connected, energetic people who want to stay engaged with life.

Long Term Care Calculator

Estimate your life expectancy and your long-term healthcare costs.
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3 Ways Your Taxes Will Change in 2020

Incredibly, the 2019 tax year - and the entire decade - is coming to an end. A lot of key dollar figures, from standard deductions to retirement distribution limits, change each year due to inflation. Also, some aspects of the federal tax reform law of 2017 didn't take effect until this year. If you want to maximize your 2019 deductions, now is the time to consider your moves because once the new year rolls around it is too late. When doing your year-end tax planning, keep in mind these 3 [...]

Mid-August Update

For Every Amazon There are Hundreds of Vonages   If someone had invested $100.00 in Amazon’s IPO (initial public offering) in 1997, it would have grown to over $100,000 today which can make us wonder if diversification is the smartest approach to retirement income investing. Why not just invest in the next Amazon IPO? Then we are reminded that for every Amazon, there are hundreds of Vonage’s. As a refresher, an IPO is when a company goes public and offers its shares to all investors. Jay Ritter from the University [...]

Financial Institution Relationships