The following reviews are from verified clients of National Planning Associates who worked directly with Jay Winestein and the planning team.
“Jay is a terrific fellow to work with. He's knowledgeable and shares that knowledge in an understandable way. I worked with him as I transitioned from full-time work to retiree status. I was presented with options to maximize my retiree streams of income, but never pressured and we built a great plan for myself and my 2 daughters. I appreciate his guidance and highly recommend him.”
Leila E., MD
Retired from The Permanente Medical Group
“Jay's retirement analysis service did a nice job of projecting out what my tax picture would look like, where I was headed with income scenarios, taxes, fees and other expenses. It was an eye opener. There's a lot to it. I have a good chunk in my Profit Sharing and 401(k)s, and always wondered how that's gonna shake out with the government.”
Peter Yellin, MD (Retired), CEO
Virtual Treatment Practice
“I urge you to heed this message. Jay has helped me develop a tangible and structured plan. And you know I have now and will have increasing amounts of tax-advantaged cash that is also very liquid. So when I see an opportunity I've got the means to get in and stay within my framework. Numbers don't lie.”
Edwin C.
VA Physician, Ohio
“Jay, I love that you listen so well and each time I express a concern you examine it and offer alternatives. That is true customer service, and plain old caring.”
JM
Client, North Carolina
Retirement creates important financial decisions, and those decisions are often easier when you have a clear process and someone to help you evaluate your choices. Speak directly with Jay Winestein or a senior planner at National Planning Associates.
Tell us what concerns you most about retirement. We will contact you to schedule a conversation and discuss whether our planning process may be helpful.
