FINANCIAL SERVICES

One stop. Many options.

PREPARING FOR RETIREMENT SHOULD CREATE EXCITEMENT, NOT CONCERN. YET FOR MANY, THAT’S NOT NECESSARILY THE CASE.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

 

That’s where we come in.

 

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

 

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

At JP SANTANIELLO Retirement Planning Solutions, we can offer you the following products and services:

WE CAN ALSO REFER YOU TO PROFESSIONALS WHO PROVIDE THE FOLLOWING SERVICES:

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Contact Us

Phone: 413.505.4759

Email: pauls@jpsantaniello.com

Our Location

1200 Converse St.

Longmeadow, MA 01106

Get Directions

Our Services

» Annuities

» Asset Protection

» Life Insurance

» Retirement Income Strategies

» Tax-Efficient Strategies

» Wealth Management

 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and JP Santaniello Retirement Planning Solutions are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

 

Full Disclosures | Brookstone ADV 2A