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Hi, I’m Oscar.

Let's talk about your financial future.

Oscar Pelaez

Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Ellen Ford David Lerner Associates

How Inflation Affects Retirement Savings (And What You Can Do About It)

Many Americans have been following recent inflation reports and may be concerned about its effect on their day-to-day expenses. However, one of the biggest challenges is understanding how inflation erodes retirement savings and investments. Inflation is one of the biggest threats to retirement savings, eroding purchasing...

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