Get to know
Our Team
Discover how we help individuals and families achieve their ideal retirements.
DISCOVER
Share your story
Identify your values, goals and dreams. We’ll review your statements and discuss any concerns.
DIAGNOSE
Can we add value?
After evaluating risk and fees in your current plan, we’ll help identify any potential pitfalls.
DEVELOP
Build a tailored plan.
We’ll help you develop a thoughtful, tax-efficient retirement strategy.
DELIVER
Review & Finalize.
We’ll review your financial strategy and new accounts, then talk about next steps.
DEDICATE
An ongoing relationship.
We’re here for you whenever you need us, with periodic reviews, events and our financial concierge service.
Protect Your Assets with David Hollander
Get valuable information about financial, investment and retirement planning on the radio nationwide.
Need more info? Attend a workshop.
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...
Hosts: David Hollander & Jon Samuels
Host: David Hollander
News Articles
EZ Retirement
Download the guide
Take Charge of Your Taxes
Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.
What you'll learn:
- How the Biden Tax Plan could affect you
- Changes to 2021 Individual tax brackets
- How to be proactive in your planning