Our Services

Our Financial Services go beyond the simple brokerage relationship. We focus on eight major areas of personal planning and differentiate our practice by focusing as much attention to our families’ personal goals and objectives as their financial goals and objectives when making recommendations. When it comes to achieving financial goals, follow through and execution are key!

We adopt a fact-finding approach with every client, meeting regularly to keep abreast of the client’s financial situation. Utilizing the information gathered, we are able to help our client families navigate the constantly changing financial atmosphere and incorporate strategies to further their lifestyle goals.

This is an ongoing process and we focus on the following:

Planning Areas

 Estate and Legacy Planning—Reviewing and structuring the appropriate strategy to further your family legacy, while ensuring the proper title of property and accounts.

Investment Strategies* & Asset Allocation—Analyzing current investment composition, products and fees, and assisting with reallocation to help achieve a more optimal portfolio.

Risk Planning & Lifestyle Protection—Protecting you and your family from potential risks by analyzing to determine proper levels of life, disability, property and other various coverage.

Retirement Planning & Long Term Goal AssessmentDiscussing and creating a strategy to help achieve your retirement or long term goals.

Personal Budgeting —Analyzing current inflow and outflow of assets to determine opportunities for improved efficiency and savings.

Executive Benefits & Company StructuresMaking the most of plans and company elections that are available to executives or implementing plans to benefit self-employed individuals.

Charitable Planning—Working with your CPA or tax expert to review your tax situation which allows for better timing of potential deductions and minimization of taxes due.

Business Exit PlanningThe process that a business owner (and his advisors) uses to create and implement a unique plan that meets the greatest challenge a business owner faces: How to convert his most valuable illiquid asset into the most cash possible, while also achieving a variety of other objectives.

Most importantly, we assist our clients with implementation of recommendations in all of the above areas, so the suggestions put forth come to fruition more efficiently and quickly.   As your trusted Financial Professional, we partner with the various advisors in your life (CPA, attorney, etc.) and bring that expertise together and into focus to ensure all areas affecting your financial well-being are aligned to achieve your  personal and financial goals in the most efficient and cost effective manner possible.

*Investments offered through NYLIFE SEcurities LLC (member FINRA/SIPC)

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