215.364.2425 jeromesrubin@gmail.com

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Life is full of important goals. Make your retirement one of them. Our strategies are secure, confident, and professionally proven to provide you with success.



Jerry is a trained, experience IRA/401K Distribution Planner and workds with David Royer one of the country’s foremost IRA Distribution planning experts. David is the author of “Top Ten IRA Mistakes.” Most financial advirors are only familiar with the accumulation phase of your iRA’s and 401Ks and not with the distribution phase. Taking money our of your qualified retirement plan represents new challenges in terms of IRS rules. For example, if you don’t take out your “Minimum Required Withdrawls,” by December 31st each year, you will be fined an additional 50% by the IRS.

Jerry can structure your retirement plan so that your spouse, children, and grandchildren can continue your IRA throughout their lifetimes creating two to four times the income and wealth at no cost to you.

Financial Security Handled Personally

After hearing about the features of a Fixed index annuity, the most common reaction is, “this sounds too good to be true!” Income for life, no risk, a guarantee against loss! The reality is that these investments perform very well and it’s all true. They are sold in every state of the union. These annuities are analyzed and approved by state insurance departments and if they’re not approved, they may not be offered for sale. In 2014, forty six billion dollars of fixed index annuities were sold in this country. Your stock-stockbroker doesn’t like them, because he would prefer to sell you stocks.

Financial preparation for the future

A guaranteed financial vehicle offered by insurance companies. Designed to provide tax-deferred growth, with no risk of loss. Annuities provide a guaranteed stream of cash for your retirement that you cannot outlive. Upon the owner’s passing, every penny goes to their designated beneficiaries immediately — by passing probate. The company never keeps your money! Annuities are not only guaranteed by the issuing insurance company, but their guarantee is further backed up by your state’s ‘Guarantee Association’ with their own individual guarantee. In effect you have a double guarantee of safety!

Financial Happiness Revolves Around Strategy

Guarantee against loss; enjoy guaranteed income for the rest of your life that you and your spouse cannot outlive — with the highest interest earning potential in the country and tax deferred growth. Contact us today to learn more.


See What Our Clients Are Saying

Brian C. (Philadelphia, PA)

Working with Jerry to setup my retirement was very easy. He planned each and every tep thoroughly, and made sure I understood the process along the way.

Carol S. (Newtown, PA)

Jerry helped me rollover a portion of my 401K into an annuity. This allowed for my investments to be more diversified. Jerry’s knowledge in this industry is terrific and we have recommended him to several of our friends and family!

Jamie P. (Willow Grove, PA)

We were happy to be able to understand exactly how these investment opportunities would work. We are most thrilled with the security of our money and the professional manner in which Jerry was able to guide us through the entire process from start to finish.

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Office located in Southampton, PA

(215) 364-2425