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Does your annuity match your retirement goals? Are you curious about how an annuity might work into your retirement strategy?
ACCUMULATE AND GROW ASSETS DURING YOUR LIFE.
Every financial situation is different, and there’s no one-size-fits-all approach to growing wealth. As a Certified Financial Planner® (CFP®), Marc Linsky specializes in wealth management and building customized investment portfolios. We understand your risk profile, investment time horizon, and expected future life events. The investment world is a difficult place to navigate, and we’d like to help guide you.
REPLACE INCOME FOR A COMFORTABLE RETIREMENT.
Due to the improvements in medicine and technology, people are living longer than ever. A common concern among clients is outliving their wealth. We don’t just focus on the now; we also focus on the future. Together, our plan prepares for your retirement and ensures that you understand how your income will be replaced so you can focus on the things that you enjoy.
PLAN YOUR FAMILY’S WEALTH FOR GENERATION.
We understand that your family is important and aim to help you best prepare for their future. Wealth building ensures that you will not only have a stress-free retirement, but that the next generation of your family’s wealth is passed down according to your wishes. Enjoy your hard-earned assets in retirement by having a customized legacy plan in place.
