Nat Lipschitz

My passion for financial planning is deeply rooted in the desire to reduce clients' worries and anxieties about their retirement. I find immense satisfaction in digging into the numbers to maximize a client's retirement paycheck. One of the most rewarding aspects of my job is giving clients "permission" to spend their money. Recently, I had the pleasure of telling a couple that they could build their vacation home. They initially thought it was not responsible, but I assured them it was, and that their money is meant to help them live life to the fullest.

I began my career in financial services with New York Life. After eight successful years, in 2013, I decided to join forces with my father to provide additional complementary services and knowledge. My specific experience lies in wealth accumulation, life insurance, and long-term care insurance planning.

Growing up, I was inspired by my father. Seeing the positive impact he had on his clients, whether through phone calls at our home or while working in his office during the summer, left a lasting impression on me. I knew I wanted to follow in his footsteps and make a similar difference in people's lives.

Outside of work, I am very involved with my synagogue and with AMIT, an organization that educates and cares for Israel’s youth, including the most vulnerable children. AMIT enables Israel’s youth to realize their potential and strengthens Israeli society by educating and nurturing children from diverse backgrounds.

I have a love for learning new things and delving into the details of various subjects. This curiosity drives me to continuously expand my knowledge. One of my favorite pastimes is attending Phish concerts, and I go as often as I can.

I live in Englewood, NJ, with my wife, Beth, and our three children: Evie, Hannah, and Andrew.