Join our retirement planning workshops and events to learn about tax strategies, income planning, Social Security decisions, and other topics that affect your retirement.
Erik Schuster is the founder of Proper Retirement, based in Wayne, PA. Our comprehensive financial services firm helps families understand how taxes affect their retirement….
Grant Frederick is a Retirement and Tax Planner at Proper Retirement with over two decades of experience. Since 1998, he has dedicated his career to…
Andrew Stephens joined Proper Retirement in 2025 with a Bachelor of Business Administration (B.B.A.) in Finance from the University of Houston. Bringing experience from both…
Michael is the Director of Capital Markets at Astoria Portfolio Advisors. Michael oversees trading execution and front-to-back client account management. Michael brings over 20 years…
Nicholas Cerbone serves as a Vice President and Quantitative Strategist for Astoria Portfolio Advisors LLC. In this capacity, Nicholas assists in all aspects of portfolio…
John is the CEO and CIO of Astoria Portfolio Advisors. John is an award-winning research strategist and has over 20 years of experience spanning across…
We highlight strengths in your current retirement plan while identifying potential challenges ahead. Understanding both helps you make informed decisions about your financial future.
We unify your resources into one cohesive retirement strategy. By breaking down complex topics into clear explanations, you'll understand your options and feel confident moving forward.
We challenge assumptions and support you in reaching the outcomes you deserve. As your advocate, we guide you through every decision and uncertainty that retirement brings.
We create strategies to help weather market fluctuations and economic uncertainties. A resilient retirement plan adapts to changing conditions while staying aligned with your long-term goals.
