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"How you live tomorrow depends on the choices you make today."


Wealth Management

Investment Management

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Retirement Planning

Retirement is one of life's largest transitions, and financial readiness requires a solid plan of action, whether you're actively making the transition, nearing retirement, or just starting your career.

For clients transitioning into retirement, our firm offers a financial checkup, reviewing your portfolio for an appropriate level of risk and diversification. We'll help you move your retirement assets from a company 401(k) into an individual retirement account (IRA). Consolidating your retirement savings in an IRA gives you the opportunity to select from a broad range of low-cost investment options and allows you better control over your assets.

As both a Certified Financial Planner and a Certified Public Accountant, Mark has years of experience helping clients cut their retirement taxes, which can take a huge bite out of hard-earned savings.

For our younger clients who are beginning to save for retirement, our firm can set up retirement savings accounts such as traditional or Roth IRAs, which give even small investments time to grow in a tax-deferred or tax-free environment.

As someone who has helped countless individuals and couples prepare for this new stage, Mark G. Spinelli understands the financial and retirement decisions. If you're concerned about retirement and are seeking a financial advisor who unequivocally puts your best interest first, please contact our office today.

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(732) 564-9404