Proudly serving NEPA over 13 years!

SAFE MONEY STRATEGIES

CREATIVE ASSET PROTECTION STRATEGIES

SOCIAL SECURITY MAXIMIZATION

GUARANTEED RETIREMENT INCOME PROGRAMS

SAFE MONEY STRATEGIES TO PROTECT & GROW

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NEW, CREATIVE ASSET PROTECTION STRATEGIES

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MAXIMIZE YOUR SOCIAL SECURITY BENEFITS

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CREATIVE ASSET PROTECTION STRATEGIES

Long-term care is one of the biggest uncertainties facing retirees. The cost of a private room in a nursing home in Northeast, PA as calculated by Genworth’s 2017 Cost of Care survey, can be as high as $111,325 annually.

Additionally, the U.S. Department of Health and Human Services estimates that most Americans turning 65 will need some form of long-term care in their lifetime, yet many retirees have simply not planned for it. (https://longtermcare.acl.gov/the-basics/who-needs-care.html)

Longer life spans into the mid-80s are leaving more retirees subject to the unavoidable effects of aging — stroke, Parkinson’s, Alzheimer’s and osteoporosis. These conditions are some of the leading causes of long-term care.

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OUR TEAM HAS OVER 100 YEARS OF COMBINED EXPERIENCE IN RETIREMENT PLANNING...

We are 1st Financial Investments - Northeast PA's Premiere, Independent Financial Services Firm.

We take a SAFETY FIRST approach to helping you achieve your retirement goals, and believe that professional analysis of your personal goals and plans for the future of your retirement is key in helping you to be successful.

We also utilize other specialized professionals such as certified public accountants (CPA) and Estate Planning Attorneys to help you successfully meet your objectives.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

 

Robert Fogel