Whether you’re a Baby Boomer facing retirement or a current retiree, retirement planning can seem like an overwhelming task. There are so many factors to manage, like Social Security income, Medicare coverage and asset allocation. You also have to navigate market fluctuations, legislative changes and family or medical challenges that may arise.
To smooth the path to the type of retirement you envision, you need the help of an advisor who understands how to meet these challenges. Paul Levin has 36 years of experience in the financial industry, with the last 11 years working exclusively doing retirement planning for Baby Boomers and Retirees. Paul is a Certified Financial Planner Professional, and holds the Chartered Financial Consultant designation, and the Retirement Income Certified Professional designation. His comprehensive experience gives him a deep understanding of the inner workings of Income Planning, Social Security, Medicare, Income Taxation and Estate Planning. And because he works exclusively with Baby Boomers and Retirees, he can help you create a plan tailored to meet your on-going needs and goals. Paul will help you make more informed decisions and approach your retirement journey with confidence.
Live a retirement on purpose… not chance. Call Paul for a no obligation consultation today.