INVESTMENT PLANNING
Whether you are just starting to save for your future, or are a seasoned investor, we have decades of financial management experience to direct you towards reaching your objectives. Everyone has different concerns such as needs, goals and risk tolerance. These are considered when building your portfolio.
RETIREMENT PLANNING
We assist clients at every stage of retirement and distribution planning, building and preserving client wealth by effectively guiding wealth distribution during your retirement years.
ESTATE PLANNING
We can help create legacies for the benefit of future generations. We work with our attorney or yours to make sure that your estate transfers seamlessly.
LIFE EVENTS
We’re there for you concerning any life event – having children, changing jobs, marriage, divorce or death.
TAX PLANNING
We help provide tax strategies and planning for our clients. We believe the key to efficient tax filing is not how much you pay in taxes; it’s what you have left after your taxes are paid. In our conversation with your accountant, we’re able to assist with tax harvesting and planning.
TRUSTED
Five Year Ethics Approved - International Association of Registered Financial Consultants
- Nassau County Police Reserves
- New York Veterans Police Association
- New York Fraternal Order of Police
- Divorce Financial Planners
- Wealth Advisory Institute