BlackBelt Wealth Advisory | New York, NY

Contact Form RISA

Contact Us

How close are you to your ideal retirement date?

1 – 3 years

3 – 5 years

5 – 10 years

I am already retired

What is your biggest concern about transitioning into retirement?

When you think about your retirement income, what sounds most appealing to you?

Have you stress-tested your current portfolio against sequence-of-returns risk and inflation?

What is the approximate value of your total investable assets?

Under $500k

$500k – $1M

$1M – $3M

$3M+

First Name:

Last Name:

Email:

Phone:

Phone: 201-522-6010

Email: jr@blackbeltwealthadvisory.com

Serving the Tri State Area (New Jersey, New York, Connecticut)

“Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-225-7637, Firm is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

4762622RLB_June24”

Share by: