My mission is to help educators, business owners, and the people they care about live and retire well, and I strive to accomplish this mission through a sincere dedication to my clients and my craft.
While my practice focuses largely on retirement plans and planning—403(b), PSERS, 457(b), 401(k), IRA, etc.—I am also experienced at helping clients with their more general investment, college savings, life insurance, and long-term care insurance needs. To that end, I offer objective and personalized guidance, financial strategies, and retirement and investment solutions to help my clients address their financial needs and goals.
As a former educator (and the son of a career educator who is now enjoying her PSERS pension), my knowledge of the Pennsylvania State Education Association (PSEA), the Public School Employees’ Retirement System (PSERS), and the needs of individuals within the educational community helps prepare my clients for retirement and beyond. Additionally, since 1974, PSEA has endorsed Kades-Margolis Corporation as the exclusive marketer of tax-sheltered retirement planning and investment products and services.
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