Build Wealth

Confident retirement planning tailored to your goals and future.

Personalized investment and retirement planning tailored to your goals.

Set clear retirement targets with guidance on income and longevity.

Smart Roth conversions and capital gains planning to maximize wealth.

Planning your future with clarity and confidence.

They helped me optimize my 401(k) and plan for a steady income in retirement.

J. Lee

Clear guidance on Social Security timing made all the difference for my spouse and me.

M. Kim

Begin by setting clear retirement goals with our guidance.

It means maximizing your company match and choosing smart investments.

Roth conversions can reduce future taxes and improve your retirement income flexibility.

Timing depends on your personal and spousal benefits for best results.

We use strategies that protect your income against rising costs.

Our plans focus on lifetime sustainability, balancing growth and protection tailored to you.

Have questions or ready to plan your future? Reach out anytime..

+1-347-288-3927

ben@mohajerir.com

We're here to help with your financial goals.

ben@mohajerir.com

+1-347-288-3927

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