You’ve Done the Hard Part: Earning It.
Now, Let’s Protect What You’ve Built & Put It To Work.
If you’re planning for retirement or already there, I’ll help you make the kind of financial decisions that hold up, even when the market doesn’t.
You won’t get vague advice or anyone trying to sell you something. As a fiduciary, I’m legally required to act in your best interest. And I do. I help you build a plan, monitor it, adjust as life changes, and give you straight answers along the way.
Call us: 561-327-6130 Email Us: g@kasherfinancial.com Set a time to talk or Zoom
30+ Years of Doing What Works for Your Wallet.
Most portfolios rely on timing and hope. I don’t. I help you protect what you’ve earned, grow what you’ve saved, and feel more in control so you can:
● Avoid big surprises in down markets. I’ll show you the downside before you commit, not after.
● Use products that behave differently in different markets. This is true diversification. I’ll help you find the right mix of ETFs, mutual funds, annuities, and more.
● Keep more of what you’ve earned. Because a great return isn’t so great if you lose a chunk of it to taxes later.
● Keep building wealth, even if you stop working. Your plan shouldn’t stall out just because your paychecks do.
● Turn savings into income you can’t outlive. Especially during the 5 years before and after retirement. Those years matter more than most people realize.
● Cover your must-haves, and enjoy the rest. It’s known as “Paychecks and Playchecks.” One for the bills. One for the fun.
● Grow without putting your future on the line. You shouldn’t have to cross your fingers every time the market loses value.
Call us: 561-327-6130 Email Us: g@kasherfinancial.com Set a time to talk or Zoom
What We Don’t Do
✖️ Cookie-cutter portfolios
✖️ Recycled advice from 1953
✖️ “Don’t worry, the market will come back,” advice
I’m not here to push a product and disappear. I stay involved. I monitor your investments. I help you adjust as life changes. And if you ever have a question? You just ask, and I’ll get you an answer.
Want to See What This Could Look Like for You?
There are no financial secrets or “magic” retirement strategies. There are simply questions you need answered, and I’m here to help answer them.
So, ask a question below. You don’t need to commit to anything yet.
Just start the conversation.
Call us: 561-327-6130 Email Us: g@kasherfinancial.com Set a time to talk or Zoom
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth Inc. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of CA, FL, GA, MI, MD, PA, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.
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