If you plan to retire with $1MM or more...Here’s how Scarsdale & Westchester families are turning savings into reliable income they won’t outlive.

The #1 Retirement Fear? Running Out of Money.

Cut through inflation, taxes, and market noise. Build a retirement income plan that lasts—so you can relax and enjoy the life you’ve worked for.

On this call, you’ll:

Identify the 3 biggest risks to your savings
Discover how to create reliable income for life
Get clear, no-nonsense advice tailored to you

(Learn more)

FREE Retirement Risk Review Call: In 20 minutes, identify your top 3 retirement risks - and learn how to protect yourself.

4 Key Shifts That Intelligent Retirees Make To Turn Savings into Lasting Income

Most retirees focus only on growing their accounts. But intelligent retirees know how to protect what they've built - and create income they can count on for life.

From Cookie-Cutter Portfolios → To Custom Plans That Fit You
Finally, advice built around your life—not Wall Street’s models.
From Blind Faith in Growth → To a Reliable Income Plan
Know exactly what you can spend, and when, without guessing.
From Scattered Accounts → To Organized Wealth
Every dollar working together for you, not lost in old accounts.
From Carrying It Alone → To Having a Trusted Guide
Stop worrying. Start living. I steady the plan so you can enjoy retirement.

Andrew Scheffer

Scarsdale, NY

Why Work With Andrew?

🎓 Wharton MBA & Johns Hopkins graduate
🧘‍♂️ Former Buddhist monk — trained in discipline & clarity
💼 20+ years advising high-net-worth families worldwide
✅ Fiduciary advisor: no commissions, no hidden agenda
📊 20+ years, 0 customer complaints filed

"I’ve seen Wall Street from the inside. Too many advisors put their own interests first. I made a different choice. My clients stay with me because I put their needs—and their peace of mind—above everything else."

THE INFORMATION ON THIS WEB SITE OR IN EMAILS IS DESIGNED FOR EDUCATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO BE A SUBSTITUTE FOR TAX, LEGAL OR ACCOUNTING ADVICE.

Andrew Scheffer

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