1651 Crossings Parkway
Jeff Zemito has been an innovative leader in meeting the needs of both pre and post retirees for more than 20 years. Jeff and his team implement a wide range of retirement plans and services, each of them designed to help maintain a long-term retirement and income strategy.
Whether you are approaching retirement or already there, the challenges you may come up against could seem daunting. Recognizing and addressing these challenges is an important first step to meeting your retirement goals. Together, we can develop a strategy that addresses the following risks:
THE G.A.P. APPROACH
Our retirement solutions are comprised of three fundamental components: Growth, Access, and Predictable Income. When used together these three components cover your entire retirement strategy and may allow for better retirement income protection, which will allow your other assets to accumulate more efficiently. Properly managing the allocation of your retirement savings to the G.A.P. approach is the first step towards retiring confidently.
GROWTH – finding income opportunities to keep pace with inflation and help maintain your standard of living
ACCESS – maintaining asset flexibility to adapt to your changing needs over time
PREDICTABLE INCOME – implementing reliable, market-proof income strategies to help minimize unwanted surprises
THOROUGH ANALYTICS TAILORED TO YOUR NEEDS
After gathering all the required information, Jeff will assess and analyze your overall situation. This analysis will help you answer critical questions, such as: