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A Personal Approach to Retirement Planning

Retirement has vastly changed over the years, particularly since the most recent recession. Your grandparents and parents likely relied on pensions, private savings, and Social Security to create a stable income for retirement. Today, there is an increasing burden on individuals and families to ensure their assets last through their retirement. These changes require new retirement strategies.

Jay A. Herrlinger is an independent financial advisor who provides holistic retirement planning strategies, working closely with individuals, couples, and families as they prepare for one of life’s biggest transitions. Serving as clients’ retirement guide, Jay assists clients with a number of services that revolve around developing a steady and consistent income, preserving savings and investments, determining appropriate insurance options, evaluating estate planning needs, and more. He puts a great emphasis on getting to know his clients on a personal level and understanding where their goals and aspirations lie. He provides his clients with excellent customer service and is invested in their success.

In today’s challenging economic environment, it’s critical to have a retirement strategy in place. Jay strives to provide the retirement guidance each client needs, creating personalized strategies, unbiased recommendations, and education on the latest investment opportunities and financial laws and regulations. Based in Trumbauersville, Pennsylvania, he serves clients throughout the United States. Contact Jay today at (215) 538-4002 for a commitment-free consultation.

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