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Mark V. Pernicano & James B. Montville Headshot

Could your “Retirement Readiness” use a second opinion?

James B. Montville
Office: (248) 508-0210

Mark V. Pernicano
Office: (248) 357-8946
Cell:    (248) 981-2249
Fax:    (248) 352-3713

What is "Retirement Readiness"?  How about sufficient guaranteed income to spend and enjoy without fear of running out.  Protection against factors that can erode your wealth, such as market risk, income and estate taxes, rising healthcare costs, and inflation.  The ability to participate in a financially meaningful way in the lives of your children, grandchildren, or the institutions of your passion.  The peace of mind that all your family and charitable legacy concerns can be met.  And an integrated, strategic blueprint that gives you the confidence that these outcomes may be achieved under a wide range of circumstances through competent and savvy planning and execution.

Retirement Readiness Partners employs a holistic process aimed at bringing about these results for our clients, leveraging our 60 years of combined experience and wisdom with the resources of our strategic partner relationships.  It begins with discovery of your unique situation and proceeds to measuring the facts, managing the possibilities, and monitoring the results.

It's never too late to begin the process. After all, you have to be happy with the way your plans work in the worst case scenario.  If you know you are not happy, or you are not sure what is possible, perhaps we should talk.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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