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


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.

3 Recipes for Your Mid-Life Career Crisis

Are you bored with your job? Do you feel burnt out at work? Has it gone bad at the office? I have been a financial advisor for the past 30 years. Most of my clients are now into their mid to late 50s. And recently I have heard more rumbles of dissatisfaction about work life. An abundance of research suggests that “middle life” on average is the most difficult time of life. In 2007 David Blanchflower and Andrew Oswald found that self-reported satisfaction takes the form of a “U” curve. [...]

Mid-May Update

Unemployment At 50 Year Low:  Economy The labor market is as strong as it’s been in 50 years. The US economy added 263,000 jobs in April which marked the 103rd straight month of gains. Unemployment fell to 3.6%. The last time unemployment was that low, 350,000 rock and roll fans were attending a festival called Woodstock. Unemployment has also fallen for those who have historically struggled, including those with lower levels of education. But a question remains: can enough workers be drawn into the market to sustain the current 10 [...]

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