Our Tools
We enjoy helping our clients achieve their financial goals by providing unbiased financial guidance. Even so, we understand this is a partnership between our team and our clients. No decision is made until you agree to it. That’s why we are committed to helping you better understand the industry and know your options when it comes to your financial future.
The Entrepreneur’s Exit Strategy
Are you ready to take the final step in your business journey? Selling your business is not just a culmination of your hard work but can also be key in unlocking your financial freedom.
The Entrepreneur’s Exit Strategy compels owners to explore the considerations for selling their business and examining various strategies for investing the proceeds. The book focuses on how to craft a path toward a prosperous and fulfilling retirement and reveals how your entrepreneurial success can pave the way for a secure future.
As an experienced attorney specializing in elder law and estate planning, David Hollander, Esq., leans on his thirty-plus years in financial services to guide and support you through this transformative process. Co-author Ethan Feffer, Esq., also relates principles and strategies forged from his experience handling corporate acquisitions, public offerings, and private equity transactions.
By outlining a structured approach, David and Ethan cover everything from retirement planning to navigating the challenges and emotions of selling your business. Drawing on firsthand experience working with numerous business owners, they offer holistic business planning advice that goes beyond traditional guidance.
Protect Your Assets: Are You Ready for Retirement?
Plan the Retirement of Your Dreams
The goal of working hard is to eventually stop working hard, as most of us hope our golden years will be spent enjoying the fruits of a lifetime of labor.
Unfortunately, many Americans today are not adequately prepared for retirement. Rising healthcare costs, advancing longevity, and economic fluctuations are complex variables to be reckoned with, but more troublesome is a general lack of planning. A limited number of individuals and couples tend to plan their retirements in advance, and among them, not all have strategies and plans that align well with their retirement goals.
It’s tempting to think that no matter what happens, we will be able to live the retirement of our dreams. However, sticking our heads in the sand is not going to make our retirement dreams a reality. Retirement success begins with retirement planning. Without question, retirement planning can be complicated and intimidating.
How can you be sure that the steps you are taking are the right ones?
In Protect Your Assets: Are You Ready for Retirement?, David Hollander shares his knowledge and experience, allowing you to gain a solid understanding of retirement planning strategies and concepts.
Besides discussing conventional retirement options like 401(k)s and IRAs, David examines various investment subjects such as annuities, stocks, bonds, real estate opportunities, and Social Security. He also delves into estate planning, taxation strategies, and healthcare expenses. The insights offered in this book are intended to assist in tailoring a retirement plan suited to your individual needs, helping to assess your readiness for retirement.
