Broker Check

Team

At 1-877-2RETIRE, we have found that a collaborative approach, effectively and efficiently, empowers our clients to make educated and informed choices.  These decisions, with our organization at your side, can help guide you toward financial independence and help you “Live the Life You Desire” in retirement.

1-877-2RETIRE invites you to discover and experience the power of our services. We believe they will reveal a variety of strategies and options that can be tailored together to meet your specific goals. There is no one solution or product that fits everyone. That is why it’s important that you know that 1-877-2RETIRE will be at your side helping you navigate through the financial ‘noise’ that is often confusing and for some, paralyzing.

Our collaborative approach helps you decide upon and “own” those strategies that best address your financial goals and objectives, and most importantly, keep you on track. We work together to help you “Live the Life You Desire” in retirement.

Live the Life You Desire, Call 1-877-2RETIRE!

 

Daniel Limmer, CFP®

Partner

(631) 952-9795 x111

(631) 980-3597

dlimmer@plgsol.com

Dan Limmer CFP® , is a graduate of Queens College, CUNY in 1979 (summa cum laude with a Bachelor of Science in Mathematics) and is the Managing Director of Planning Solutions, LLC. After a brief career in professional baseball, Dan...
Read more

Joe Hatzfeld, CFP®, CLTC

Partner

(631) 393-6304 x101

(631) 759-3818

jhatzfeld@castlews.com

Joe Hatzfeld, CFP®, CLTC has worked extensively in the financial services industry since May of 1990 to help each client engineer maximum wealth and financial security within their personal economy.
Read more