Our education, designation, and combined 30 plus years experience
Retirees are living longer, so you may need to plan for 30 or 40 years in retirement. We provide individual consultations to determine the feasibility of retirement. We will review your resources as well as your projected expenses and work with you to develop the means for a secure and independent retirement. Maximizing lifetime Social Security benefits
Throughout your career changes are almost certain to occur. We will help you maneuver through your employment transition by education you and your rollover options, reviewing your retirement goals in light of the changes in your
Transferring wealth from one generation to the next can be complex and
We help you develop and execute the financial security of your heirs. We can help families to effectively redirect their capital by gifting and charitable planning.
Professional Portfolio Management
Park Avenue Financial Advisors can help you invest and allocate your assets according to your preferred investment style and risk tolerance. Our asset management strategy eliminates to need to focus on day-to-day market fluctuations and concentrates instead on the overall investment portfolio relative to your unique goals.
Life insurance needs depend on various factors and that are unique to your personal circumstances. Whether it is used to replace income, cover
Long Term Care Insurance Planning
You work hard and save money your entire life to ensure you have enough funds to secure your retirement, as well as pass on assets to your heirs. If you were to have a long-term care need, your savings could be depleted very quickly without a proper long-term care policy in place. Most people will need assistance with activities of daily living at some point in their lives, whether due to aging, injury, illness or disability. Long Term Care can be Skilled Nursing Care, Custodial Care or Respite Services. Keep in mind that Medicare is not nursing home insurance and that Medicare supplement plans do not cover daily maintenance care. Long Term Care Insurance helps manage healthcare costs and reduces the impact of
An investment in higher education is an investment in the future. Planning for college is most efficient and effective when done early. We help you to develop strategies to help make the most of your savings and reduce the amount you and your loved ones may need to borrow to pay for school.