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CREATING A FINANCIAL PLAN FOR FINANCIAL FREEDOM
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Alan Jay Levine
CFP®, RFC®, CRC®, AIF®, CPFA®
LPL Financial Planner
LPL Investment Advisor Representative
Monitor your accounts.
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Social Security Facts for 2019
Feb 7, 2020
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million...
How to Choose the Right Investment Advisor
Nov 1, 2018
With the proliferation of investment and personal finance websites, investors have access to a boundless number...
Personal Loans and Credit Card Payoffs - What You Need To Know
Nov 1, 2018
With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to...
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