financial planning consultant


Get Guaranteed Income for Life

You worked hard for decades, made sacrifices for your family, and have been careful with your money. Finally, you are near, or have reached, retirement. It’s your chance to do all those fun things you’ve wanted to do.                       

But you’ve heard the news about pensions, Social Security, and the economy as a whole. Outlooks are less than certain.

The options are complex, but you just want to know when you can retire and how much money you have to work with.

Secure Retirement Strategies is here to help. We’ll help you plan your retirement with the right set of investments for your situation. We’ll also show you how you can get guaranteed income for life with an investment known as a fixed index annuity. This product also allows you to make money on market gains while preventing all loss in a market downturn.

Your situation is unique, and we strive to maximize your quality of life in retirement with a financial plan customized to your needs. We are Delaware Valley’s leading retirement services provider, with specialists in the Philadelphia and Scranton metropolitan areas. In addition to fixed index annuities, we also have decades of experience in wealth management, life insurance, and long term care. Hear what our clients are saying, or learn more about how we can benefit you in our education center.


Click Here to receive your free chapter of Secure Retirement Strategies: Facts vs. Fictions, financial experts, Michael Neft and Marc Smith cut through the lies and provide the facts you need to successfully blaze your unique path to retirement.





Schedule a FREE Retirement Consultation Today

Our experienced analysts specialize in retirement planning services in Bucks and Montgomery County, PA, the Scranton metropolitan area, and South Jersey. We’re available to get you started with a FREE retirement consultation, no strings attached. Give us a call today at 1 (866) 481-5211 or fill out the consultation form above.