Book John or Howard to Speak

Need an engaging speaker for an event,

Call 1-732-784-2825

621 Shrewsbury Avenue,    Shrewsbury, NJ 07702

We support the following charities:


You are on Medicare​

What are Your Options?

Is my current plan the best fit?

Can I save money?

​How about my prescription plan?

​Is it the right one for me?

​​Turning 65 & Medicare

What do all those Parts and Letters mean? A,B,C,D,+,?

How do you enroll?

Should you?

When to enroll?

Leaving a Legacy

Gifting - Loved Ones - Charities

Final Expenses

If you become incapacitated?

Wills, Trusts, Powers of Attorney

​Health Care Directive

​Letter of Instruction

To Schedule Your No Obligation Telephone Consultation

We will be more than happy to answer your questions to the challenges facing pre and post retirees.

John S. Rogers & Howard J. Mammano

John Lennon

      Peace of Mind, Traveling,         Being Independent,

Enjoying Grandchildren,  

Not Outliving Your Money.

We know from our current clients that these are some of the common goals. Working together, as a team, our job is  to assist you in achieving the life style you worked so hard to have.  

Retirement Income  

Today's Retirement is Different

Filling the Income Gaps

Dealing With Market Volatility

Medical/Long-Term Care Costs

​Shadow Inflation


"Teaching people how to build a life of financial security".

We take our mission statement above very seriously. Through our informational workshops, on-line courses, booklets, videos and counseling we strive to help you reach your financial goals.

Everybody's concerns and goals are different. We do not believe in cookie cutter 'one size fits all' answers. ​​

Howard J. Mammano & John S. Rogers

"Life is what happens when your busy making other plans."

While that is certainly true, he should have also mentioned that financial setbacks are what happens when you fail to plan for life's unexpected events. Fortunately, you can prepare and get organized before "life" happens. We are here to help you do that.


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