As a financial advisor of Kades-Margolis Corporation since 2001, Randy works with educators and all school district employees and their families. He specializes in retirement plans(mostly 403b and IRA’s) and helps clients with all of their family financial needs including college savings plans and long term care planning. Randy has comprehensive knowledge of the Public School Employees’ Retirement System(PSERS) and can help with all of the decisions which need to be made up to and through retirement.
The Pennsylvania State Education Association (PSEA) has endorsed Kades Margolis exclusively for its investment planning and services continuously since 1974. Randy’s goal is to continue to build on this relationship and to help clients reach their financial goals and enjoy a comfortable retirement.
Long Term Care Planning
Most of us know someone who has needed some custodial care towards the end of their life. This need can take place at home or in a facility. This can be a very stressful time for the family and very expensive especially if in a facility. Randy can help you plan for this potential event and help you preserve your wealth with products like hybrid long term care/life insurance.
Contact by Phone
(800) 433-1828 x129