Alan Fried Email & Phone Number

New York, United States

I am an Investment Advisor Representative working with Professional Planning Service Inc. in Somerset, New Jersey. My investment Advisory firm is Retirement Wealth Advisors, an SEC Registered Investment Advisor.Our reason for existence is to help you achieve your goals. This seems to be somewhat unique. In a world where most of the industry focuses on rates or return, we want to understand your goals, then suggest strategies to achieve these goals and then, and only then, suggest products that might be a fit.Looking at your entire financial picture, we analyze portfolios for “red flags”; risk/reward, potential maximum draw-downs, proper asset and tax allocation, etc.. Then the fun begins with our Results in Advance Planning approach. Wouldn’t you like to know the probability of your current approach achieving your financial goals?Wouldn’t you like to see if there are alternative investment approaches that increase the probability of success by reducing risk?In addition to my Wall Street side, As founder, and president of Baskin-Fried Inc,. I am also active on the actuarial side, also known as insurance. My various licenses for Life, Health, Disability, Variable Annuities, Annuities. Long Term Care, auto, homeowners, etc. provide a solid foundation for various ways to protect families and their assets.Combined with Wall Street, I have one foot in each world.While most advisors and most people have only been taught about the Probability Retirement Planning of Wall Street, there is a whole other side called Safety-First Retirement Planning that utilizes both Wall Street and the risk pooling of insurance. Learn both then decide for yourself what is best for you. I have spent over 30 years in the financial service industry helping families and businesses protect and preserve their wealth.

Insurance related – Life, Health, Annuities, LTC, Auto, Home, etc.Integrated with Professional Planning Services as Investment Advisor Representative.

Established partnership in Independent Agency

Independent Insurance Agent.

New York, Ny, Us

Learned about Life Insurance through their Training Program.

Various positions including Environmental Health Technician, Administrative Assistant, Management Analyst.Management Analyst position was particularly useful as it required problem solving and some out of the box type thinking. Sound like portfolio analysis and retirement planning.

Us

Taught in NYC middle school. Although I enjoyed teaching itself, the bureaucracy was another matter. Also, too sedentary a lifestyle at that time in my life.Now, however, I am able to incorporate the best aspects, teaching something I enjoy to people who are truly interested.

Bachelor Of Arts - Ba, History / Education

Basic Training

Academic Diplom