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Retirement
    Planning Associates

Why Financial Planning?

"Baby boomers today face unprecedented financial challenges. Burdened by job security and accumulated debt, they are simultaneously squeezed by the demands of their children's looming college expenses, their parents' potential medical expenses, and the need to save up for retirement likely to span many more years than previous generations experienced."

Stephen M. Pollan & Mark Levine
Surviving the Squeeze - The Baby Boomer's Guide to
Financial Well-Being in the 1990's,1994

"STOP WORKING? NOT BOOMERS !!"

"The me generation may not know it yet, but many will need a paycheck into their 70's...the scaling back of pensions, the uncertain future of Social Security and boomers' bad saving habits - not to mention the high costs of housing, health care and college- have conspired, Orient Express-style, to kill off the sixty-something life of golf, gardening and Florida."

U.S. News & World Report, June 12, 1995

 
Home Contact Info Contents About RPA Client Successes Why Financial Planning? Investments Individual Financial Planning Corporate Financial Planning
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Retirement Planning Associates is led by James Ellis, a registered representative of,
and securities offered through, JKR & Co., Member NASD, SIPC.