Aaron Schindler CFP®
investments • insurance • retirement • long-term care
• legacy planning for your family
I personally work with you to help achieve your financial goals. They can include investing in your business, purchasing a new home, fine art or whole life insurance policy, sending a child to college, living well in retirement, leaving a legacy to your children, or developing tax minimization strategies. I also specialize in proving long-term care insurance and advising families on homecare and assisted-living solutions.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.