Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Upcoming Events

Attend this informational discussion and you will find out how: • Estate Plans are the first line of defense in Long Term Care. • Your old outdated Estate Plan could seriously cause shrinkage to the assets you built in your lifetime. • You outgrew the legal plans you may have put together 20 years ago. • Your investments can now be tailored to your Estate Plan to meet legacy goals. If you have financial issues on your mind constantly, this seminar maybe for you. Come and hear the perspective of 44 years of experience. Paul Mauro & Lou Sorgi, Jr. will provide informative and educational background for all your difficult questions. This seminar may not be appropriate for all individuals, please call for reservations and information. – Call 800-427-9781 today!
January 29, 2019
6:30p - 8:00p

• Estate Plans are the first line of defense in Long Term Care. • Your old outdated Estate Plan could seriously cause shrinkage to the assets you built in your lifetime. • You outgrew the legal plans you may have put together 20 years ago. • Your investments can now be tailored to your Estate Plan to meet legacy goals.
January 30, 2019
6:30p - 8:00p

Office:	(508) 482-9336
Toll-Free:	(800) 427-9781
Fax:	(508) 366-1711