Regardless of the direction the stock market and interest rates take in the future, it’s important to have an advisor you can count on to give you the news straight and look after your best interests. That advisor is Carl Luzi.
Carl is President and founder of Luzi Insurance Services, a comprehensive insurance company in West Berlin, NJ. A family owned business that was founded in 1980, Luzi Insurance Services is a leader in providing quality retirement protection for hundreds of individuals, families, and businesses. To develop a financial plan for your future, it’s important for your financial advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. Carl will work with you to design a financial plan that is both sound and comfortable for you.
His areas of expertise include retirement planning, 401(k) rollovers, tax efficient investing, and asset preservation. Carl believes that successful investing is defined by helping investors determine and meet their investment objectives and truly give an unbiased opinion based on their particular situation. If necessary, he can refer you to tax professionals or attorneys in the Luzi Insurance network to advise you on specific aspects of your financial plan.
You can read more about Luzi Insurance on their website at: