Shawn Danziger, CRPC, NettWorth Financial Group/Montvale

Shawn Danziger, CRPC, NettWorth Financial Group/Montvale At NettWorth Financial Group, everything we do is centered around helping people to better understand how to have a happy and fulfilling retirement.

The purpose of this page is to provide ongoing information that can help phone company union members better understand their benefits and overall financial planning toward retirement. Shawn is a designated Chartered Retirement Planning Counselor and has extensive experience with phone company pensions and 401k savings plans. This unique combination of credentials gives him the ability to counsel p

eople in a personalized way that is specific to what they need to know when it comes to retiring from the phone company. Shawn’s thirty plus years of experience in working with phone company employees qualifies him in all areas of retirement planning including retirement income plans as well as social security timing. His process includes discovery of each person’s retirement goals and objectives, their individual risk tolerance which help him create a plan unique to the client with whom he is working. Part of a successful retirement is being well informed and Shawn is committed to educating people even before they become clients. His bi-monthly, educational workshops are guided and defined by his experience with phone company benefit plans. In addition to his educational workshops which cover over a dozen topics, Shawn offers pre-retirement services including Independent Pension Analyses and 401K reviews. Learn more at http://www.nettworth.net/event/montvale

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and NettWorth Financial Group are not affiliated. Your company and/or representative Union does not sponsor or endorse NettWorth. NettWorth Financial Group is located at 155 Chestnut Ridge Road, Montvale, NJ 07645 (201) 746-9180. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Deanna Lescouflair, a recent graduate of Linden High School, Linden, New Jersey and a distinguished winner of the Donna ...
08/14/2023

Deanna Lescouflair, a recent graduate of Linden High School, Linden, New Jersey and a distinguished winner of the Donna Castleberry Scholarship Fund marks the reason why we at NettWorth Financial are so proud to serve members of CWA. Among many other accomplishments during her high school career, Deanna authored the New Jersey Sibling Bill of Rights recently signed by Governor Phil Murphy, created the EnlightenMENT Peer2Peer mentoring program aimed at supporting foster care children, and has advocated for siblings in foster care year after year at the local level raising awareness among program decision makers and lawmakers alike. Deanna’s proven thought leadership at such a young age is sure to take her to great heights and has already earned her a path to Washington D.C. where she will advocate at the federal level alongside the National Foster Youth Institute. She will attend Rutgers this fall and plans to pursue an advanced degree in either law or the sciences as she is also driven by advances yet to be made in biotechnology. Congratulations Deanna!

NettWorth’s Harry Beatty, an associate of Shawn Danziger, presented a $1,000 check to Deanna, accompanied by her adoptive parents, Thierry and Barbara Lescouflair at the CWA 1101 Union Hall.

Announcing our newest feature to keep your 401k on track, '401(k) Pathways'!Find out how I'll use this tool to help you ...
03/23/2023

Announcing our newest feature to keep your 401k on track, '401(k) Pathways'!

Find out how I'll use this tool to help you (at no cost) on my next webinar, March 30th at 6:30 p.m. You’ll learn about your 401(k): how it works and tax implications, the importance of proper allocation and diversification and the steps needed to properly position your account. In addition, we cover portability, withdrawals and loans.

Click on the link to get to the registration page then select '401(k) Pathways Online Workshop'
https://www.nettworth.net/event/montvale

https://www.nettworth.net/event/montvaleClick on the link to register for one of my most popular webinars. It's called, ...
03/07/2023

https://www.nettworth.net/event/montvale
Click on the link to register for one of my most popular webinars. It's called, 'Retirement Benefits and Interest Rates Q&A Workshop' and it's an opportunity for you to have your questions about interest rates answered. We’ll discuss the inverse relationship between interest rates and your lump sum pension. Also, for those with a cash balance pension, how higher interest rates may affect those accounts. Finally, you’ll learn what to do with other accounts you have in a higher interest rate environment.

Hope you can join us this Thusrday, March 9th at 6:30 p.m. sharp!

01/25/2023

My webinar series 'Road to Retirement' is in full swing. Here's a quick rundown of upcoming workshops held every other Thursday night at 6:30 p.m.

Thursday, February 2, 2023
Reality of Retirement Online Workshop

Thursday, February 16, 2023
401(k) Insights Online Workshop

Thursday, March 2, 2023
Retirement Benefits & Interest Rates Q&A Online Workshop

Register at https://www.nettworth.net/event/montvale

Share the info with anyone you think might benefit and hope to see you soon!

01/11/2023

Happy New Year! Do you know who NettWorth is and what we represent? Here's a brief refresher for the old and an introduction for the new.

Register for any of our free educational webinars in my 'Road to Retirement' series:
https://www.nettworth.net/event/montvale

12/19/2022

How can a bucketing strategy increase your retirement income without exposing yourself to unnecessary risk in the present?

Full video: https://youtu.be/tt40eDS9NnQ

The Closing Bell! Thank you Capital Group for inviting us to share in this ceremonious occasion!
12/14/2022

The Closing Bell! Thank you Capital Group for inviting us to share in this ceremonious occasion!

Great to see some of our friends at the District 1 Conference in Atlantic City last week!
12/08/2022

Great to see some of our friends at the District 1 Conference in Atlantic City last week!

Address

155 Chestnut Ridge Road, Suite 100
Montvale, NJ
07645

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