Change Happens.
Use it to Your Advantage.

Let us focus on providing you with the necessary tools and guidance to insure that you make smart financial decisions during your job transition. Whether it’s a new job you’re starting, a new career path you’re taking, or retirement you’re planning, we’ll take the smartest steps together. You have nothing to lose and everything to gain.

  • check iconNo Risk
  • check iconNo Obligation
  • check iconNo Charge

Serving New York, New Jersey, and Conneticut

Take your first step toward a smarter transition for free.

Your information will only be used for contact and never sold.

Request a free, no obligation consultation

Would you prefer to call us? Go for it.

(631) 638–5571
My Transition Solutions - Certified

Included in your consultation:

My Transition Solution - Connection

1. Connection

We’ll either meet you in person or schedule a conference call to identify your needs. During this chat, we can provide you with an overview of how we can help. Whether it’s a loss of life insurance, disability benefits or assisting in the transitionof your 401k and/or retirement plan, we can help.

My Transition Solution - Analysis

2. Analysis

Here is where we discover where your dollars make sense. How is your old 401k or retirement plan allocated? Are the costs of your current accounts and benefits justified? These are the questions that we will navigate during your consultation.

My Transition Solution - Recommendation

3. Recommendation

We will make sure that you are utilizing the most suitable account vehicles to achieve your financial goals and future income plans with our recommendation. Since we are always happy to educate our clients, we will answer any specific, personalized questions that you might have. One of our goals is to make sure that you understand the plan for your hard earned money.

“With our services, you will have the ability to access the top-rated insurance companies and wealth management platforms in the world.”

Get a free consultation and take advantage of your current situation between employers.

Free Consultation

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