We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
Your retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement TODAY.
We want to help. Please contact us by filling out the form below, or by calling us at 732.634.3620.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion, we can place you on the path toward owning your tomorrows.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Peter Bombara is a registered representative of and offers securities to residents of NJ & NY and advisory services to residents of NJ through Lincoln Financial Securities Corporation, Member LFS-1679636-011017 SIPC. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies. Lincoln Financial Securities and their representatives do not offer tax or legal advice. Please see your personal professional regarding your individual situations. Lincoln Financial Securities Corporation is not affiliated with PCB Financial Advisory Group.