Retirement & Wealth Planning offers a variety of services, providing comprehensive estate, business, and retirement planning for our clients. These services are intended to help clients achieve stated objectives and to help minimize tax and legal complications.
Our planning services are provided primarily to :
- professionals, executives and individual business owners
- employees covered under employer-sponsored benefit programs
- business entities
- employee benefit plans
With each client the extent of our relationship varies. We tailor our services to the specific goals and objectives of our clients. We have established our practice by providing quality service, advice and products to select clients.
Neither Park Avenue Services, Guardian, nor their representatives provide legal or tax advice.
We accept referrals and introductions to prospective clients. Satisfied clients and advisors are our best representatives. We prefer to meet new clients by introduction through an existing client or friend of the firm. If you have someone you would like us to meet, please introduce us.