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3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Let us provide a "Second Opinion". Enjoy the Present while Planning for the Future. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Creating, Enjoying and Preserving Wealth. We focus on providing the quality services clients expect and deserve. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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CONTACTS AT YOURRETIREMENT.COM

David W. Frederick

3344 r●●●●●● north

Poug●●●●psie , New York, 12601

United States

1.84●●●●9000
dw●●●●@gmail.com

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David W. Frederick

3344 r●●●●●● north

Poug●●●●psie , New York, 12601

United States

1.84●●●●9000
dw●●●●@gmail.com

View this contact

David W. Frederick

3344 r●●●●●● north

Poug●●●●psie , New York, 12601

United States

1.84●●●●9000
dw●●●●@gmail.com

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Home | Call Today | yourretirement.com Reviews

https://yourretirement.com

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Let us provide a "Second Opinion". Enjoy the Present while Planning for the Future. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Creating, Enjoying and Preserving Wealth. We focus on providing the quality services clients expect and deserve. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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yourretirement.com yourretirement.com
1

Tax Planning & Preparation Services*

http://www.yourretirement.com/p/tax-planning-preparation-services

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Tax Planning and Preparation Services*. Statistics show that most of us desire prompt, cost effective, and accurate tax filings as required by law. Interestingly, approximately 75% of Americans overpay taxes each year. At  Prime Tax Planning Division. 160;   Tax Preparation Checklist. 160;               . Available through Prime Wealth Management, LLC. Which is doing business as  . Prime Tax Planning Division (PTPD)". 8211; Member FINRA.

2

Access to Anuity Accounts

http://www.yourretirement.com/p/access-to-anuity-accounts

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Access to Annuity Accounts. We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through National Securities Corporation (NSC). 8211; Member FINRA. 160;      Privacy Policy. 3344 Route 9 North.

3

Analyses

http://www.yourretirement.com/p/analyses

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? 160;   RETIREMENT ANALYSIS. Income and Expense/Cash Flow". Income(s) and working capital. Income tax assessment *. 160;   INVESTMENT ANALYSIS. Income tax strategies *. Asset allocation suitability to needs. 160;   ESTATE ANALYSIS. Probate, inheritance taxes and long-term care strategies. Living wills, health care proxies, and powers of attorney. Simple wills, by-pass wills, and trust strategies. 160;   CHARITABLE ANALYSIS. A Registered Inv...

4

Get A Second Opinion

http://www.yourretirement.com/p/get-a-second-opinion

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Get A Second Opinion. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. 8211; Member FINRA.

5

Investment Advisor Services | Call Today

http://www.yourretirement.com/p/investment-advisor-services

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? National Asset Management (NAM). The Pacific Financial Group (TPFG). We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through National Securities Corporation (NSC). 8211; Member FINRA. 160;      Privacy Policy. 3344 Route 9 North.

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Home | Call Today

3344 Route 9 North. Poughkeepsie, NY 12601. Are We Right For You? Let us provide a "Second Opinion". Enjoy the Present while Planning for the Future. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Creating, Enjoying and Preserving Wealth. We focus on providing the quality services clients expect and deserve. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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