Where Do We Start?

retired couple

Steve, you have our attention. Where do we start?

Bob* and Sally* are a typical couple in South Jersey. Bob (58) is a small business owner and Sally (56) works for a pharmaceutical company. They heard about Steve through a friend of theirs, and wanted him to help them plan their transition to retirement.

“We want to protect the money we have accumulated all these years. While the market came back some the last few years, we are worried about losing more.

What are our options? How do we know we are doing the right thing? What other questions should we be asking?

Steve, where do we start?

Contact Steve

Call 856-428-3353 or use the contact form to schedule a no-obligation appointment today.

*This article is based on a real couple living in South Jersey. Their names have been changed to protect our clients.