Our Value Proposition

Fred specializes in advising pre-retirees and retirees, with strategies for preserving their retirement savings, increasing their retirement income & leaving a financial legacy for their family & community. He enjoys showing families how to take advantage of established rules, along with ongoing changes in the law to lower taxable income, while at the same time increasing net income by up to 67% by using SSA 200.25 of the social security code. Contact us today for a free consultation.

Contact Information


Contact Information

P.O. Box 188
Scotch Plains, NJ 07076
Phone: 908-791-3831 Fax: 908-791-1331
Toll Free: 866-347-3550
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I specialize in developing strategies that help you increase your social security by 67% and position assets in tax-advantaged accounts so that in retirement you pay as little tax as possible.

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