Michael S. Netznik Jr.

Congratulations to Richard Bertuola on his retirement!

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.