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Services

At Brian Catale and Associates we believe in helping more families with retirement planning, wealth preservation and risk reduction, which is why we are proud to offer multiple financial services under one roof. Our highly proficient staff is trained to assist clients to achieve their goals in wealth preservation and distribution strategies in a timely and efficient manner.

  • IN- SERVICE DISTRIBUTION
  • VETERAN BENEFITS, AID AND ATTENDANCE
  • ESTATE PLANNING
  • LONG TERM CARE ALTERNATIVES & STRATEGIES
  • WEALTH PRESERVATOIN AND PROTECTION
  • RETIRMENT PLANNING
  • PENSION MAXIMIZATION
  • SOCIAL SECURITY PLANNING
  • TAX-FREE RETIREMENT PLANNING
  • RETIREMENT ACCOUNTS
  • LIFETIME INCOME
  • WEALTH TRANSFERS
  • IRREVOCABLE BURIAL TRUST
  • IRA
  • 401K, 403B
  • ANNITIES
  • LIFE INSURANCE

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