• Are you aware of the hidden risks your current investments may have?
• Is your IRA or pension plan a ticking tax time bomb?
• Have you been told about time-tested ways to avoid probate?
• Are there high-yield tax-deferred investments with no principal risk?
• Are you concerned with the unreasonable cost and risk of nursing home confinement?

If these questions and more are on your mind, you should be consulting with Thomas J. O’Connell. Please call 973-394-0623 to arrange a convenient, no-fee discussion of your Financial and Estate Planning objectives.

Thomas J. O’Connell
Principal, Managing Partner
Registerd Investment Advisor
Phone: 973-394-0623 | Fax: 973-394-0625
Email: tjoconnell@seniorwealthsolutions.com

Thomas O’Connell does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC 2001 Rte 46, Suite 506, Parsippany, NJ 07054. 973-394-0404