About Us |
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Jeffrey Abramson | Comprehensive Retirement Advisor
Jeffrey Abramson began his career in finance working as a commodity trader in 1991. A few years later, Jeff stepped into a position as a Series 7 institutional bond broker. These positions, in combination with personal experience and passion, gave Jeff the motivation to take his business to the next level.
Jeffrey has been working in personal finance since 2011. Today, he helps clients protect their assets and plan for retirement by utilizing safe money options. Jeff’s comprehensive retirement planning approach includes: income planning and investments, estate and legacy planning, chronic illness planning and comprehensive risk management. Jeff is passionate about helping his clients achieve peace of mind and serenity. He provides them with a sense of financial security and safety. Jeff earned a degree in Economics/Finance from Walsh College. He lives in Boca Raton with his wife and three wonderful children. Jeff enjoys spending time outdoors in the Florida sun and loves to be with his family and close friends. |
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Richard Donoff | Comprehensive Retirement Advisor
Richard Donoff has been assisting retirees and pre-retirees for over 20 years in the area of financial advising. Known as the "Safe Money Doctor", Richard's expertise has helped 1000's of clients and their families achieve their financial dreams and goals.
Richard utilizes creative yield strategies for growth and income, tax-efficient wealth transfer concepts, and Tax-Free retirement planning for pre-retirees. Richard also specializes in creating lifetime pensions for individuals as well as using other people's money to get enhanced long term care benefits. Richard graduated from Washington University in 1980 with an MBA in marketing and finance. He has built large financial services organizations over the years and is highly regarded in his field. He is amazingly proud of his 42-year marriage to his wife Ellen. Rich has 2 fantastic children; Jaime and Lauren. All of Rich's family live within a 5-mile radius of his home and is proud that his family chooses to live close to him and his wife. The real loves of his life are his four precious grandchildren, the ultimate family man. As the "Safe Money Doctor", Richard has built an outstanding reputation helping clients follow a “Prescription for sound financial health”. |
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Our Services
What We Do For Clients |
Long Term Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. 
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. 
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Risk Management
We help clients manage risk in the following areas:
- Longevity risk - outliving your money
- Market risk - Loss of assets
- Inflation - plan for increasing costs of living
- No estate or legacy plan - a large mess for beneficiaries that can last decades
- Withdrawal rate risk - the 4% rule may not work
- Job loss or death to soon - dependent family members
- Risk of a critical or chronic illness - depletion of assets. Who's providing care?
- Liabilities or potential legal issues
Get a second opinion on the health of your retirement
Contact Us
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MAIN OFFICE
6631 NW 103rd Lane Parkland, FL 33076 |
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CALL US
Jeff (561) 756-2223 Richard (954) 673-3373 |
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FAX
(888) 316-5254 |
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