Broker Check

Our Services

Services Offered:

  • Investment Management
  • Portfolio Risk Analysis
  • Financial Planning
  • Retirement Analysis
  • Strategic Tax Consulting


  • Retirement Planning & Income Strategies
  • Estate Planning Strategies
  • Insurance Planning:
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance



If you are like our clients, you are looking forward to a long, healthy, and active retirement, without worrying about running out of money. You may decide to pursue hobbies and activities, spend more time with family and friends, or just relax. Perhaps you are currently enjoying good health, or you would like to improve your health. We believe that to truly enjoy the retirement you envision, it is important to manage your health and your wealth.   

You May Be Wondering…

  • Am I ready to retire?
  • Am I going to have enough money to last throughout my lifetime?
  • Is my money properly invested to meet my retirement goals?
  • What are the financial risks that could derail my retirement and how can I protect myself against them?
  • What can I do to improve my health so that I can remain active in retirement?
  • How will healthcare spending affect my retirement plan?
  • How will a major illness or accident affect my retirement plan?
  • How will the death or divorce of a spouse/partner affect my retirement plan?
  • How should I plan my estate?
  • How will taxes impact my retirement? What can I do to reduce my taxes?
  • How do I protect myself from bad advice, scams, fraud, and identity theft?

How We Can Help

  • We begin by helping you to clearly identify your retirement goals. If you could create your ideal retirement, what would it look like?
  • Next, we design a personized roadmap to help you get there, including quantifiable goals and prioritized action steps.
  • Next, we discuss our plan and specific recommendations to experience a better retirement.
  • Finally, we regularly review your progress and any changes in your life and make any necessary adjustments along the way.

Next Steps

If this sounds like what you need to help you prepare for your ideal retirement or to improve your current retirement outlook, let’s schedule a time for an introductory meeting.

In this complimentary meeting, we can get to know each other, answer whatever questions you might have, and decide together if we’re a good match to move forward.

Please contact us at james.luongo@lpl.com or give us a call at 732-332-0251.