This document summarizes services offered by David Orsolino and Vincent Lanzante to help maximize pension benefits for NYPD members. Their services include: conducting a full review of financial options like IRAs and 529 plans deducted from payroll; explaining pension maximization strategies to enhance retirement benefits; creating individualized retirement plans through a needs assessment questionnaire; and providing online access to financial balances and accounts through a cutting edge technology tool called the Living Balance Sheet.

1. Taking Your Pension To New Heights!
David Orsolino, CFP
212.701.7922
dorsolino@strategiesforwealth.com
Vincent Lanzante
347.661.6234
vinexcel@msn.com
140 Broadway, 22nd Floor
New York, New York 10005
• Full Review of your Financial Options deducted from your NYPD payroll
ITHP Waiver
• • Roth IRA
• 50% Indicator • 529 Plan
• 457, 401(k), etc. • Life Insurance
• Pension Maximization
• Explanation of your current options
• Through our unique strategy, we can help to
enhance your benefits after retirement
• Benefit/Retirement Planning
• By using our Possibility Identifier questionnaire,
we can help create an individualized financial plan
for each NYPD member
• The Living Balance Sheet®
• The Living Balance Sheet’s® cutting edge technology gives
you an up‐to‐date picture of your finances available online
from anywhere with Internet access
David Orsolino is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and
investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an
affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York,
NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International
copyright laws. *Our service and process is complimentary.
© Copyright 2005-2009, The Guardian Life Insurance Company of America
Guardian, its subsidiaries, agents or employees do not give tax or legal advice. There is no additional out of pocket cost.
PAS is a member of FINRA, SIPC.