Your Retirement Readiness Session: Rolling Meadows
In your 30‑minute Retirement Readiness Session, we’ll:
- Pick a smart Social Security timing strategy
- Map steady, dependable retirement income from your savings
- Cut retirement taxes (IRMAA, RMDs, NJ wrinkles)
Most retirees don’t want more risk...
They want predictable income, lower taxes, and confidence their money lasts.
This month, we’re holding a limited number of no‑cost sessions exclusively for Rolling Meadow residents.
No products pitched. No obligation.
Our office is located locally in Wall Township and we work with many families from the community and throughout Monmouth and Ocean Counties approaching retirement.
Sessions can be held in-person or virtually.
- No cost for the session
- No obligation to continue
- Designed to help you understand your options
Dan Fitzpatrick offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Not affiliated with Rolling Meadows or its publication. This is an informational offer; no specific tax or legal advice is provided. AGE-8981349.1 (Exp. 7/30)