Why Use This Tool?

We serve clients--already retired or within 10 years of retirement--whose investment assets (exclusive of home) total $500,000 and higher, in establishing comprehensive financial programs with a particular focus on retirement planning. We pride ourselves in providing professional and highly personalized financial services throughout the year via a quality-driven, value-added approach. Our aim is to assist individuals in maximizing their assets, while being mindful of risk. Our state of the art computer network provides "what if" capabilities in both our tax and financial planning software, providing easy answers to hypothetical situations BEFORE they are enacted. We work closely with your existing professionals in implememting savings programs, reducing and/or consolidating debt, repositioning assets where necessary, and minimizing income and estate taxes. We also offer individual income tax preparation at either a flat or hourly rate commensurate with the complexity of the situation. Our committment to our professionals via post-graduate education and our dedication to our clients are second to none. If you would like to work with women of proven ability who, by listening to you carefully, will foster active communication concerning your money, give us a call at 1-800-87PLAN4.

Debra is a regular contributor to The Record's financial sections, is a frequent guest on CNN-Financial Network, MSG's Metro Learning Channel and is a member of the National Association of Female Executives, the New Jersey Leaders Club, the Estate Planning Council of Bergen County, Who's Who of American Women, Who's Who of International Women, and Who's Who in Finance and Industry.