PLAN WELL

ASSOCIATES

Addressing Life's

Financial Challenges

 

 

OUR VISION

Whatever happened to the term “Golden Years?”  Plan Well Associates believes that with proper research and planning, individuals, families, and business owners should be able to have their hard work, sacrifice, and savings adequately provide for them later in life.  It is human nature to address our hierarchy of needs, ensuring we do what we can to provide for today's financial concerns.  Unfortunately, due to lack of resources, informed research, lack of prioritization, and planning people may forego preparation for tomorrow's financial realities, which include:  

  • 403b & 457b viable options

  • Long term care needs (the most underestimated expense during retirement planning)

  • Having available monies for chronic, critical, and/or terminal illness needs

  • Burial expenses

  • Loved ones left behind to pay bills

  • Providing a survivor's income

  • Unpaid taxes and debts

  • Retirement savings and growth with minimal risk

  • Financial liquidity for emergencies

  • Safe and guaranteed retirement income that won't be outlived

  • Protection from unknown future tax rates

  • College savings for the child or grandchild in your life

  • Protection for business 'key person'

  • Premium Financing

 

We strive to provide each and every client with straight forward, caring service, and products tailored to meet your specific needs and wants. We are here to help you, whether you are planning for your child’s education expenses, providing for your “Golden Years,” or easing any burden on your loved ones with your final expense preparations. We are confident that your research and subsequent actions will provide the peace of mind each one of us deserves after a lifetime of hard work and sacrifice.  Thank you for taking the time to visit our site.

WHAT PEOPLE SAY

“I worked hard to earn pensions from the military, as well as from education.  I knew that I would retire comfortably, but I still realized that I needed a post-tax solution, that I owned myself; something that was impervious to the control of public agencies.  Dr. Lustig was very insightful and well-prepared, as he listened to my situation and succinct need.  He pulled information from me – and never pushed a product.  That’s what really impressed me the most.”

 ~ Ron K., Colonel (USA, Retired), Nine Mile Falls, WA

Our Services

 

Military Families

Take control of your finances, supplement your military pension, and learn about career employment opportunities for spouses and retirees.

State Retirements

Take control of your retirement plan today... and retire with peace of mind tomorrow.

Life Insurance

&

Annuities

Today's most relevant solutions for life's financial challenges: living benefits, college savings, mortgage protection, retirement income, final expense needs and legacies.  

Business Owners

Protect your business through the development of a strategic retirement plan, succession plan, and/or key person coverage.

OUR LEADERS

Dr. Ron Lustig

Co-Owner

Larry Dickstein

Co-Owner

Join Our Team

Plan Well Associates was created to fill what we perceived as a void in the financial services industry.  The Plan Well Family is comprised of ex-military members, educators, and service professionals that fully understand the importance of accurate product research, courteous and timely communications, and plain old-fashioned honest advice and guidance.  Our crusade is to provide individuals, families, and businesses with peace of mind regarding financial sustenance.  Simply put, our focus is not on any product or method, but rather on the financial problems of today that will permeate tomorrow.  

 

In order to be a Plan Well Associates team member, you are asked to embrace our researched best practices and apply your knowledge and experience on behalf of our most precious stakeholders – our clients.

We encourage professionals that possess the honor, loyalty, and dedication needed to help fulfill our goal of providing financial peace of mind to our clients.  If you are looking to work with a national organization that provides comprehensive training, relevant support and only represents the finest financial organizations in the country, then you owe it to yourself to learn more about Plan Well Associates TODAY!

 

 

If you or someone you know is looking for support, training, and timely lead generation to maximize earning potential, please contact us.

  • Schedule an interview by emailing your resume and cover sheet letter. Human Resources personnel will review your information and schedule a phone or in-person interview.

  • If you are selected to be a Plan Well Associates Advisor, you will be assigned a mentor who will walk you through the contracting, training, and lead generation process.

  • If you are not a state-licensed advisor, please contact us. We will guide you through the necessary processes.

 
 

CONTACT
PLAN WELL ASSOCIATES

Contact Information

Eastern U.S.

Email: ldickstein@planwellassociates.com
Tel:  908-358-3190

Western & Central U.S.

Email: rlustig@planwellassociates.com

Tel:  702-601-0722

For information, please fill in the following contact form:

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