Services
Navigate the Path to Financial Success with Moshe Aronov
Moshe Aronov is a seasoned financial advisor with almost three decades of experience in the financial markets. He has helped numerous clients achieve their financial goals through his expertise and personalized approach.
Individuals
Secure Your Financial Future with Moshe Aronov
Your financial well-being is a priority, and Moshe understands the importance of personalized solutions. Whether you are planning for retirement or seeking investment opportunities, Moshe's expertise in 401(k)s, IRAs, and pension plans allows him to design a tailored strategy that aligns with your goals and aspirations. With a commitment to independence and individualized advice, Moshe ensures that your financial journey is guided by expertise and trust.
Wealth Management
OUR CLIENT-FOCUSED, HOLISTIC APPROACH
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No matter where you are in life – just getting started or planning for retirement – you have goals and dreams. Conducting an annual review of your financial goals and retirement strategies is an ideal way to check that your plans for your future remain realistic and on track.
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A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life:
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Wealth Management
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Saving for College
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Retirement Planning
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Estate Planning – Wills & Trusts Planning
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GREENER PATH RETIREMENT PLANNING'S DISCIPLINED PROCESS
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As a wealth management and retirement planning firm, Greener Path Retirement Planning uses a disciplined Four-Step process designed to allow the different pieces of your financial life to work together to create a strategy that seeks to build and protect your wealth. Though the resulting strategies and solutions are highly customized, this process enables us to provide a consistent and comprehensive experience to all clients.
Life and Disability Insurance
It is smart to regularly check that you have enough insurance coverage.
Your life and disability coverage generally should replace enough of your income so that your family's current and future needs are met -- including everyday living expenses, short- and long-term debts, education for your children, and retirement for your spouse
Medicare and Medigap
Once you are eligible for Medicare at age 65, finding affordable medical insurance is a critical and complicated part of your retirement planning.
For most people who enroll in Medicare Part A and B, buying Medigap insurance is a good choice. Medigap or Medicare Supplement plans provide coverage for some “gaps” in your Medicare coverage and can save you money.
Health and Long-Term Care
One way to protect your assets during a health-related crisis is by purchasing long-term care insurance, which covers costs typically not paid by Medicare, such as nursing home care.
The policies can be a bit pricey, but in the long run, they may prove worth the expense.
Business Owners
Partner with Moshe Aronov for Business Excellence
Navigating the complex world of finance can be overwhelming, but with Moshe's extensive knowledge and experience, you can confidently steer your business towards success. From retirement planning to investment strategies, Moshe provides expert guidance to help you maximize your company's financial potential. With a deep understanding of 401(k)s, IRAs, and pension plans, he can assist you in creating a comprehensive retirement package for your employees, ensuring their financial security and loyalty.
401(k) Group Retirement Plans
Investments
Your plan's participants are counting on you to vet and select an array of investments that will help meet their retirement goals. With our resources, you will know how the plan's money is being directed, whether the fees paid are reasonable, and that you are receiving the services you are paying for.
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Fund line-up comparison
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Fee comparison
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Expense analyzer
Fiduciary Accountability
As the sponsor of a retirement plan, fiduciary responsibility is one of the most important challenges you face. Through our exclusive suite of resources, you can successfully address your fiduciary challenges, maintain your plan in keeping with up-to-date standards and practices, and contribute to the retirement readiness of your participants.
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Fiduciary monitoring system
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Investment due diligence
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Fiduciary vault
Plan Design
Because of a focus on retirement plans, our financial advisors understand today's retirement landscape, including the very latest trends and regulations. Our advisors can help you design your plan with its ultimate goal in mind: to allow participants the opportunity to retire ready.
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Retirement plan health check
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Retirement outcomes evaluator
Plan Management
With so many details involved in a well-executed retirement plan, you need to stay focused. But how much time can you really devote to scheduling, planning, and meeting all of the requirements? Our advisors have resources to help ease that burden, through our retirement-specific systems.
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ERISA Help Desk
We offer professional and customized services on:
401k Plans
403b Plans
Multiple Employer Plans
Individual 401k Plans
Profit Sharing Plans
New Comparability and Age-weighted Plans
Defined Benefit and Cash Balance Plans
Plan Limits
2022
Plan Limits
2022
Elective Deferral Limit
$20,500
Catch UP Limit (age 50 or older by year end)
$6,500
Defined Contributions Annual Limit
$61,000
Highly Compensated Employee
$135,000
Compensation Limit
$305,000
Defined Contributions Annual Limit (with Catch Up)
$67,500
Defined Contributions Annual Limit
$200,000
Empower Your Team with Comprehensive Employee Benefits
Expert Guidance by Moshe Aronov
Greener Path Retirement Planning has established a Life and Health insurance agency to better service the employee benefit needs of our group clients.
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Services We Offer:
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Group Health Insurance
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Employee Life Insurance
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Dental, Vision & Disability
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Executive Benefits
We strive to provide our clients with the highest standard of service by understanding your complex situation, offering various product solutions then making customized recommendations. Our intention is to exceed your expectations. This survey is an example of our dedication.
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Right now we are interested in gathering information and reviewing your current employee benefits package.
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We invite you to complete the short 12 question survey below. Your responses will help engage us in meaningful feedback.
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Upon submission, a Greener Path Retirement Planning associate will contact you to schedule an informational discussion.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Greener Path Retirement Planning are separate entities from LPL Financial.
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