Broker Check

Step One: Schedule a Retirement Assessment Call

We offer a unique service for pre-retirees and recent retirees who are looking to partner with a professional team to help them retire successfully.

Your Free Retirement Assessment

WHAT: A 15-Minute Call. The very first step is a 15-minute phone call with our team. No cost or obligation.  

WHO: Diligent savers over age 50 who have accumulated investment & retirement assets of $1,000,000 or more . (Excluding real estate.)

WHY: To help you evaluate the value and mutual fit of our services.

Who We Are

S. Joseph DiSalvo, ChFC & Marie L. Madarasz, AIF

We are Retirement Income Specialists, best-selling authors, Ed Slott Master Elite IRA Advisors and a fee-only wealth management firm who acts as a fiduciary to our clients.  For more than 25 years we have helped hundreds of pre-retirees and recent retirees just like you prepare for, and manage, a successful retirement.  

Use the calendar below now to schedule your call!

Client Centered

In this call you’ll get:

  • With an understanding of your unique situation, we’ll provide you with some actionable ideas and next steps.

  • You'll be able to assess the value of our services and together we'll determine whether it makes sense to continue the conversation.

  • Whatever the next step is, after our call is completed we will send you a complimentary copy of our Amazon Best Selling book – with a note of exactly what to focus on based on your unique situation

Retirement  Assessment Call

It all begins with a complimentary phone call where we'll provide some actionable ideas on how to improve your retirement success and reduce your tax bill

Discovery Meeting

If it makes sense, the next step is meeting with us (in-person or virtually). During this 1-hour meeting, we will get crystal clear on what you value, your retirement goals, needs, and concerns.

Diagnostic and Decision Meeting

After the Discovery meeting, we'll determine together if we want to continue the conversation.  If yes, we'll prepare a Diagnostic report outlining how we can help 

Become a Client or Receive a Referral

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction.   If we're not a good fit, we will happily help you find another professional with the right expertise. 

How Are You Different Than Other Financial Advisors?

How Are You Different Than Other Financial Advisors?

There are three really important things about our firm that separate us from others:

1. All we do is retirement planning. We are retirement specialists with the focused goals of growing your wealth, maximizing your income and minimizing your taxes up to and through retirement.

2. We limit the number of new clients we take on to deliver massive value and personalized service.

3. We invest in industry-leading technology to simplify our clients' lives and make retirement easy.

The very first step is to schedule your free Retirement Assessment Call above.