Exclusive Situations
Unique situations require unique solutions.
Life changing events occur constantly and maybe you have already planned for them with a comprehensive financial plan. Perhaps you are concerned about all the things retirement, from defined benefit elections, tax-deferred plan distributions, how best to maximize Social Security, asset allocation design to maximize income or a bevy of other questions. Let NEAM’s CFP® professionals leverage their ‘Blue Collar Experience, White Collar Wisdom’ to your financial advantage.
All Things Retirement
Congratulations on a successful working career!
Your time is your own; now what? Perhaps developing an income and investment strategy, integrated with Social Security, to maximize your active lifestyle. Or, planning for a myriad of pleasures and problems that may lie ahead. The ‘DIME’ concept (Design, Implement, Monitor, Evaluate) really assists you in numerous ways.
Suddenly Single
Clear heads make great decisions.
Transitions. Doesn’t matter whether divorce or widowhood, first thing to do is NOTHING. This is a time to reflect and take a deep breath, where financial planning becomes invaluable. Thoughtful conversations, prudent listening and incorporating the ‘DIME’ concept, provide for a safe and confident financial decision-making process.
Legacy in the Making
No amount is too small to make a difference.
Imagine leveraging your money and seeing the impact of your gifts while alive. Talk about powerful stuff! Take your passion and realize your vision, by mixing your donative intent and the ‘DIME’ concept, to produce philanthropic success.
exclusive financial relationship
with North East Asset Management and the Client Digital Experience.
