The Estate Planners Group

David Loesser, CFPTM, President I began the company with the thought that if retirees and pre-retirees were going to be successful in retirement they needed an advocate, someone that was completely unbiased, someone they could trust. Having worked at Prudential in the late 90s I found that often times larger financial institutions were more interested in pushing their own products rather then objectively helping investors. Investors needed an unbiased independent approach. I believe we offer that. Over the last two decades I have added skilled and experienced staff to our team. As you will see in our bios we have formal academic financial training and decades of world experience. While no company can be perfect in all they do...Over the last two decades we are happy to call clients our friends. We believe it is only in the context of a trusted relationship that a basis for success can be achieved. How do people typically view preparing for retirement? They think How much money hav...