633 Route 211 East Middletown, NY 10941

3 Neptune Road Poughkeepsie, NY 12601


Mon – Sat 8:00 – 18:00
Sun – Closed

Call Us Today!
(877) 740-9500

Retirement Planning

Many people don’t realize the importance of retirement planning at an early age. At JGS, we talk about retirement plans and goals at the very beginning of our client relationship. We want to know both the immediate and long-term goals for your business, as well as, your personal goals and vision for your retirement years.

Ultimately, our objective is to provide you with the amount of disposable income you will need to enjoy retirement. At JGS, we have developed a proprietary model that shows our clients forecasted outcomes based upon certain assumptions and lifestyle changes. We then tailor a plan for you to meet your goals giving you the ability to adjust your plan given unexpected circumstances. This unique approach has provided our clients with healthy retirement plans and security for years to come.

Retirement Planning is also used to assist in decisions regarding estate planning, life insurance, and gifting, prioritizing use of assets to fund annual cash needs and tax planning.