original-logos_2013_Nov_7738-462481.jpg

Talk With An Expert  (908) 791-3831

Header.png

About Us

Saide.jpgFrederick Saide

Frederick Saide is an accomplished insurance and financial services industry professional with 44 years of experience in the insurance industry and 23 years experience in the financial services industry. He has more than 40 years experience of top-flight senior management experience with Unisys National Insurance Consulting Practice, Natwest Bancorp, Financial Services Alliances, Inc., Davis Dorland & Company, Classic Insurance Agency (subsidiary of Jardine Insurance Brokers) and Jardine Insurance Brokers.

For each of these organizations, Mr. Saide was either a senior officer or the senior officer and spearheaded the start-up, development and profitable management of new insurance and financial services organizations, divisions and products. His expertise in identifying and capitalizing upon emerging market opportunities drove tremendous premium, revenue and profit growth for each organization. His accomplishments were marked by development of market-driven cross selling programs to pool resources, accelerate revenues and strengthen net profitability. He excels in working with people, projects and resources to maximize revenue and income growth.

Mr. Saide has an undergraduate degree from Adelphi University and graduate degrees from Duke University. He has advanced certificates and completed programs from the major centers of insurance education and training. He is active in a number of insurance and financial services organizations.

Our Purpose

Our purpose is to help people determine a baseline for their longevity and from that to review their retirement planning. By so doing, we can help people reach informed decisions consistent with their retirement desires.

When should you retire? When and in what order do you take income from various accounts. What are the tax implications of taking income from different accounts? How long a retirement should you be planning for… When do you take Social Security and why is that important?