LEARN ABOUT DWORETSKY FINANCIAL
At Dworetsky Financial, we have built our business on the foundation of crafting individualized and detailed plans, carving a pathway towards a peaceful future. We prioritize the time spent getting to know you- your needs, wants, and goals. We place emphasis on protecting the assets that you have worked a lifetime to acquire, ensuring a worry-free retirement as you prepare for the next phase of life. Our Mission is to create a detailed financial plan for each of our clients. This plan will have a basis in income and protecting assets. We believe by doing proactive planning first; this will lay the foundation for a success, regardless of stock market volatility.
Retirement Planning Specialist/Founder
As one of the top advisors in the industry, Matthew has been honored with the Million Dollar Roundtable Award 4 years in a row, which is an award only given to the elite advisors in the top 1% of the industry. With a background working as a National Sales Manager for Federal Benefits at One Life America, you are hard pressed to find someone with more experience helping you plan for the later years in life!
Matt has been helping clients maximize their retirement for 9 years by creating plans that are personal to each of his client’s goals. Whether you are a federal employee, small business owner, or any person looking to set up your retirement the right way, Matt is an advisor that will help you create a legacy and plan for retirement pitfalls. Matthew’s job is to help you look forward and plan-ahead to cut future tax bills and avoid unwanted risks.
Matt is happily married to his wife Lin. Together, they have worked to make Dworetsky Financial a family atmosphere, viewing each one of their clients as a member of their family.
Retirement Planning Specialist
Rob Jacobs Sr. was born in 1951 on Staten Island, NY. After graduating from Msgr. Farrell High School as a member of the National Honor Society he continued his education at the College of Staten Island. In 1983 Rob and his family moved to New Jersey where he has resided since. He began his career on Wall Street in 1969 and rose to the rank of founding partner at Galway Securities, a New York Stock Exchange member firm.
After the events of 9-11-2001 Rob transitioned to the insurance industry, bringing with him extensive knowledge of the stock market and the inherent risks and rewards involved. Rob is a SEC registered Investment Advisor Representative with CoreCap Advisors, LLC, and uses his decades of financial service experience to educate clients on ways to protect their assets, reduce taxes and provide more income over their lifetimes.
Rob is a military veteran having served in the New York Army National Guard, being honorably discharged as a Non-Commissioned Officer. He is a proud supporter of the Wounded Warrior Project in honor of his son Rob Jr., a disabled combat veteran. Rob is also a long time contributor and supporter of Covenant House. Rob and Karen have been married for 50 years with three children and thirteen grandchildren.
Rob Jacobs is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Dworetsky Financial and CoreCap Advisors are separate and unaffiliated entities.
Estate Planning Attorney
John Zajac is the managing partner of a boutique Estate Planning practice located in Central New Jersey. John brings over 20 years of unique and varied legal experience in both the public and private sector. As a lifelong resident of New Jersey, John has a renewed focus on serving those individuals right here in his community.
His practice incorporates sophisticated estate planning strategies that extend far beyond the avoidance of taxes and transferring of assets, but rather into tailor-made and straight-forward documents to meet the unique needs of an individual’s entire family in material, emotional and social terms. Strategies include provisions for long term care planning; elimination or reduction of estate taxes; mitigating or avoiding probate; Medicaid asset protection; minimizing issues surrounding guardianship; implementing charitable contributions, gifting and generation-skipping planning; and business succession planning.