Bruce M Mozinski, CFP®, CLU®, RICP®

Wealth Management Advisor

With over 60 years of experience working with investments, insurance and planning, as well as almost a dozen advanced designations between us, my team and I are uniquely qualified to assist clients in all three phases of retirement planning: 1) approaching retirement 2) transitioning into retirement 3) living in retirement.

During the approach phase, we help our clients focus on effective accumulation of assets and protection of income sources. Transitioning into retirement creates tremendous anxiety for most people. As they prepare to leave their work behind, we provide guidance through the important decisions regarding Social Security, pensions, alignment of resources, and portfolio allocation changes that will help providide income for the rest of their lives. Finally, living in retirement, is when we address the six big risks of retirement planning: longevity, market risk, inflation & taxes, health care, long-term care, and legacy.

While the complexities of this type of planning can seem like a daunting task, our job is to help our clients focus on what matters most...their true values...and help them align all of their resources with those values. By taking a step back to gain true understanding, we achieve the clarity needed to make good decisions, implement sound strategies, and instill confidence in our clients that what they are doing will take them where they want to go.

Our clients have found that our combination of education, experience, and resources allows them to comfortably navigate the changes life has in store, and as the unexpected occurs, they know they have a partner that is aligned with their values and will help them address their concerns.

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