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Continue ShoppingRetirement Reality Check shows you how to maximize what you can spend while still leaving significant resources to others. Isn’t that the point? Retirement should be a time to enjoy family, friends, and travel, and support your favorite charitable cause or hobby, without worrying about your financial security.
Making correct decisions can mean tens of thousands in extra retirement dollars. Our state-of-the-art software helps you choose the right benefits at the right time. Developed by Laurence Kotlikoff, Boston University Professor of Economics
We work with our clients to incorporate client data into our protection, growth and savings diagram. It's made up of 27 individual points, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.
OnPointe’s innovative software is a highly intelligent, market-calibrated risk analysis formula that simplifies the complex issues of risk analysis to help my clients understand their goals.
Get started on your Retirement journey and work toward having the retirement you’ve always dreamed up!
Josh Jalinski was named in the Forbes article: Top Financial Security Professionals. [Published Oct 19, 2021]