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Tax Planning

Making sure your retirement income isn’t consumed by taxes is something that should be considered when developing your financial strategy. Taking action early is a smart way to get ahead of the situation, and incorporating tax planning into all of your financial decisions is a great start.

We partner with qualified attorneys and tax professionals who can help ensure that your legal documents are in order and that you have a tax-efficient strategy for the preservation and distribution of your retirement assets.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

PBC Financial Advisory Group is not permitted to offer tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.


Please do not put off future planning.

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.

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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.