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NYPD Financial planning
- 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.