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Paul Levin, CFP®, ChFC®, RICP®
John Aromando
Ellen Polcari
“Helping clients make informed, discerning decisions throughout retirement is a responsibility we take seriously and an honor we value.”
Paul Levin, Ellen Polcari, & John Aromando
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Navigation
Home
Services
Retirement Income Planning
Investment Management
Services for Baby Boomers
Services for Retirees
Services for Business Owners
Complimentary Social Security Analysis
Client Service Experience
Ideal Clients
The Retirement Report
Remote Services
Retirement Resources
2021 Key Financial Data
2020 Key Financial Data
2019 Key Financial Data
Social Security Reference Guide
2020 Schedule of Social Security Payments
Medicare Reference Guide
Educational Workshops
Social Security Workshop
Medicare Workshop
Retirement Income | Tax Planning Workshop
Complimentary Social Security Analysis
Content Library
About
Your Team
Paul Levin, CFP®, ChFC®, RICP®
John Aromando
Ellen Polcari