At Sustainable Retirement Solutions, we believe true financial confidence comes from having a structured plan that balances security, growth, and income. That’s why we developed The SRS Prosperity Plan—a three-phase process designed to help you navigate retirement with clarity and confidence.
At Sustainable Retirement Solutions, we believe true financial confidence comes from having a structured plan that balances security, growth, and income. That’s why we developed The SRS Prosperity Plan—a three-phase process designed to help you navigate retirement with clarity and confidence.
The Team
Mike Schessler – President of SRS, Investment Advisor Representative
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While you may have already learned a bit about me earlier, this section is about something bigger—the team behind Sustainable Retirement Solutions.
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I believe no one person has all the answers. To achieve the growth I envisioned for this firm—and to serve clients at the highest level—I knew I needed to build a strong team. That meant assembling a network of talented professionals and strategic partners who share my values, match my commitment, and bring specialized expertise to the table.
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Together, we offer a comprehensive and collaborative approach to financial planning, retirement solutions, and protection strategies.
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Here, you'll find a list of the trusted individuals and organizations I’ve partnered with to ensure SRS delivers best-in-class service, access to proven strategies, and top-tier financial products.
Karen Harding – Medicare Specialist
Karen is an experienced Insurance Broker who helps clients understand their Medicare options with clear, personalized guidance. She works with top carriers to find affordable, comprehensive plans and serves as a trusted resource every step of the way and in the years to come.
Tel: 845-419-1984
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David Lion, CPA – Tax Planning Expert
David brings a big-picture approach focused on preserving wealth, minimizing taxes, and preparing for a more efficient retirement. His clients return year after year because they trust his guidance during this critical life stage. Whether your financial picture is straightforward or more complex, David is committed to building long-term relationships and helping you make the most of your retirement years.
Tel: 201-986-1120
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Jason Balaban – Mortgage Specialist
Jason provides expert insights on using home equity, refinancing, or mortgage planning as part of your retirement strategy.
Tel: 201-294-9707
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Mitchell Beinhaker, Esq. – Estate Planning Attorney
Mitch helps ensure your wishes are documented, your loved ones are protected, and your legacy is preserved — including business succession planning as you transition into retirement.
Office: 908-379-9747
Cell: 908-229-4924
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