Patrick Dalaba

Saving in your 40s and 50s: It’s never too late to get started. I can help! [email protected] 518-220-3033... or send a direct message!! https://vimeo.com/294809232/e149fa9650

Is there a hole in your retirement savings plan?

Don’t have a pension? You can create your own protected monthly income in retirement.

If leaving a financial legacy for your children and grandchild is important to you, there are planning options available to ensure you can transfer wealth to the next generation in an efficient and effective way. Please send me a direct message or reach out for any questions or additional information. 518-220-3033 [email protected]

Does market volatility have you concerned? Bear markets occur every 3.5 years on average. So although its more common than we may think, it can still be alarming and can hurt your retirement plan. This video explains how a retirement savings and income plan might help.

Times are changing- should your retirement strategy change, too?