a Holistic Referral-Based Retirement Planning Firm
Interested in one of our FREE Reports? Request a report now!
Our focus is on the wants and needs of retirees, and those seriously preparing for retirement. Since 1998, we have developed the expertise and acquired the resources to help you design a holistic Retirement Plan based on your individual circumstances.
We make the following promises to you:
We will listen to you carefully so we can show you the options that will give you what you want, rather than give you an opinion based on what we think you should want.
We will always put your best interest first, even if that means not doing any business together.
We will never apply any pressure or try to rush you to make a decision. We find out from you what’s important to you. We’ll make you aware of your options and advise you of the benefits and features of each option, as well as any drawbacks. We can then either help you to choose the best options for you, refer you to someone who can better serve you, or let you know that we can’t help. In return, we simply ask that you be as direct and straightforward with us as we are with you.
We will always provide you the very best service possible long after any transactions are completed.
Serving Retirees and Those Seriously Planning for Their Retirement Since 1998...
A Better Business Bureau A+ Rated Firm
Areas of Expertise
retirement income security
We can help you design your own Personalized Retirement Income Plan. This includes choosing your most advantageous Social Security and/or Pension filing options. And, since most of us will not be able to maintain our desired lifestyle solely from Social Security or Pension income alone, we can help you determine the best strategies for you to supplement those income sources.
By referral to Visper Wealth Management, (VWM) our clients have access to professional portfolio management. They can review your existing portfolio, risk tolerance, target retirement date, and goals to develop a customized investment portfolio appropriate to meet your financial goals. VWM can help take the mystery out of investing, estate conservation, and preserving wealth. Utilizing sound investment strategies layered with personalized, hands-on service they can adapt as your needs change. VWM stresses education, so clients can make informed decisions about their financial future.
Legal Services are provided by Attorneys Chris Sharry and Jeff Monfette of the Sharry Monfette Law Office. They are Elder Law specialists, and have been admitted to the National Academy of Elder Law Attorneys (NAELA).
Tune in to Retirement Security
with Attorney Jeff Monfette
Monday & Friday
News & Talk Radio-WCRN 830 AM
News Radio-WTAG 580 AM
5 Big Threats to a Secure Retirement
As your career winds down, consider incorporating a proven wealth preservation strategy to protect your nest egg and generate income for life.
Hear what Bob Lobel is saying about The Visper Group’s FREE Nest Egg Report.
Learn the intricacies of the Social Security system that will enable you to choose your best payout options…