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Retirement Planning

Our financial planning process revolves around you and your family’s vision and philosophy. We begin by identifying your needs, goals and objectives. We then analyze and evaluate the particulars of your current financial situation. Finally, we provide you with the comprehensive advice to help you make well-informed decisions to secure your present situation and compose a legacy for the future. Anita Grossman and her team's process includes:

  • Setting your goals in writing
  • Creating financial models to help you make decisions
  • Determining the optimal time for you to retire
  • Appraising your savings and investments to create a withdrawal plan to meet your retirement-income needs
  • Evaluating various scenarios for taking Social Security benefits 
For a complimentary consultation to assess if your retirement plan is on track with your goals or to begin a retirement plan, email us at or call (856) 488-2849.