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Retirement Planning Services

Retirement Planning

Is your plan to work until you die, or do a little consulting when you retire, or be a Walmart greeter?  When you are no longer able to work or when you are retired, how will you maintain a reasonable standard of living?  And, what of emergencies like losing your job when you are older and not being able to find another?  How would you be able to handle a spouse’s illness?  What about that business you grew from the ground up?

“In March [2012], according to the Employee Benefit Research Institute, only 52 percent of Americans expressed confidence that they will be comfortable in retirement. Twenty years ago, that number was close to 75 percent.“

Ghilarducci, Teresa. “Our Ridiculous Approach to Retirement” The New York Times July 12, 2012,

The thought of our later years on a greatly reduced income is a scary picture.  Yet, planning seems so complicated.  Stuart Friedman has over three decades of experience helping clients plan for their retirement.  Let him work for you to see you through it. Talk to us, we can help.

California Insurance License #: 0613874

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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