LBA & CEA Agreement

Effective Nov. 1st, 2019, I ended my agreement with the LBA & CEA unions.

Part of my decision is based on my concern regarding how the SOC Union Annuity Fund plan is being managed and the need for members to consider other retirement plans.  My services are intended to provide independent guidance to members.  Going forward, retiring LBA & CEA members can receive this service under my standard retirement consulting fee.

6 replies
  1. Keith
    Keith says:

    I went to you for a pension consultation prior to retirement because I wanted an independent analysis. I’m glad I did & encourage everyone to do so. Your fee is a small charge when one considers decisions which will remain in effect for the rest of your life.

  2. Crissy
    Crissy says:

    I saw you prior to retirement and appreciated that it was independent and designed for me. It helped me make better-educated decisions when I retired.

  3. Jim
    Jim says:

    I saw you before, during and continue to see you after retirement. There is no better person to give you clear, concise and most importantly ACCURATE advice as it relates to our NYPD Pension System and the SOC Retirement protocols. I will continue to do so and encourage those who approach retirement to do the same, no matter what your Rank/Union affiliation.

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