99 Wood Avenue South, Suite 201
Iselin, NJ 08830
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Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

"My commitment is to help people preserve, protect & avoid making financial mistakes." —Saul M. Simon

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Topics of Interest

Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficient strategy. The purpose of tax reduction strategies is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.

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Your specific investment decisions will depend on several factors: your age, tax bracket, risk tolerance, liquidity needs, investment time horizon and investment goals.

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Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.

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Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.

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Elder law is a legal term coined to cover an area of legal practice that places an emphasis on those issues that affect the aging population.

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