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Cash flow managament is the backbone of your retirement plan. How will you pay for the 3 Essentials of Living: Healthcare, Housing and Food after your paychecks from work end? In the old days we called this an Annuity. You and your advisor must work together for a long-range plan to assure your financial and investment planning provides you with security. .
Your portfolio. Your Investments. Your success.
During a 30+ year retirement there will be bull and bear markets, inflation and interest rate changes. Are you a Strategic or Tactical Investor? Are you a Stock or a Bond? Do need guarantees to sleep well at night during volatile markets? Have you set up your Estate Planning? Your advisor has a duty to listen to you to develop your portfolio and maintain it to achieve your long-term financial and investment planning goals.
If we all live long enough, we will all need some help someday. What you do today about this issue will determine how you deal with this important issue tomorrow. Your advisor will show you what steps you can take today to preserve your independence and assets when that time comes. It is part of our comprehensive financial and investment planning process to include your estate planning.
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Country Club Plaza 115 W Century Rd, Paramus, New Jersey 07652, United States
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Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 115 West Century Road, Suite 360, Paramus, NJ 07652. Investment advisory services are offered through Nationwide Planning Associates, Inc. Insurance sold through licensed NPA Insurance Agency, Inc. Non-deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Broker/Dealer . Nationwide Planning Associates, Inc. is a registered Broker/Dealer.